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 | $41,454 | $99,341-58.3% | $84,750-51.1% | $273,961-84.9% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 2.00% | 22.93%-20.9pp | 22.78%-20.8pp | 41.45%-39.5pp |
| Employer contribution / active EE | $457 | $4,214-89.2% | $3,574-87.2% | $4,869-90.6% |
| Participant deferral / active EE | $3,224 | $4,269-24.5% | $3,712-13.1% | $5,287-39.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |