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 | $38,704 | $99,341-61.0% | $84,750-54.3% | $273,961-85.9% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | -2.75% | 22.93%-25.7pp | 22.78%-25.5pp | 41.45%-44.2pp |
| Employer contribution / active EE | $347 | $4,214-91.8% | $3,574-90.3% | $4,869-92.9% |
| Participant deferral / active EE | $1,390 | $4,269-67.4% | $3,712-62.6% | $5,287-73.7% |
| Admin fee / account holder | $255 | $6,644-96.2% | $5,332-95.2% | $10,132-97.5% |