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 | $128,914 | $175,202-26.4% | $149,673-13.9% | $139,434-7.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 9.46% | 166.71%-157.2pp | 134.42%-125.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $852 | $5,474-84.4% | $4,818-82.3% | $4,751-82.1% |
| Participant deferral / active EE | $3,181 | $6,519-51.2% | $5,680-44.0% | $6,710-52.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |