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 | $163,241 | $185,822-12.2% | $169,993-4.0% | $139,434+17.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.18% | 60.50%-51.3pp | 53.37%-44.2pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,234 | $7,590-83.7% | $6,785-81.8% | $4,751-74.0% |
| Participant deferral / active EE | $3,157 | $11,622-72.8% | $10,408-69.7% | $6,710-53.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |