See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,459 | $81,248+8.9% | $155,509-43.1% | $80,856+9.4% |
| Participation rate | 72.0% | 66.2%+5.8pp | 78.2%-6.2pp | 67.6%+4.4pp |
| Annual return | -0.92% | 33.31%-34.2pp | 64.67%-65.6pp | 35.59%-36.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,801 | $3,452-47.8% | $5,626-68.0% | $4,296-58.1% |
| Admin fee / account holder | $271 | $7,997-96.6% | $15,912-98.3% | $6,918-96.1% |