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 | $54,756 | $48,076+13.9% | $78,689-30.4% | $62,891-12.9% |
| Participation rate | 74.1% | 65.2%+8.9pp | 73.6%+0.5pp | 69.3%+4.8pp |
| Annual return | -0.56% | 31.35%-31.9pp | 62.18%-62.7pp | 20.14%-20.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,044 | $2,588+94.9% | $3,517+43.4% | $3,203+57.5% |
| Admin fee / account holder | $254 | $3,207-92.1% | $4,510-94.4% | $4,296-94.1% |