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 5-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 | $21,130 | $159,602-86.8% | $150,045-85.9% | $142,382-85.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.57% | 70.24%-60.7pp | 62.55%-53.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $115 | $4,961-97.7% | $4,693-97.5% | $4,299-97.3% |
| Participant deferral / active EE | $2,901 | $8,310-65.1% | $7,997-63.7% | $6,507-55.4% |
| Admin fee / account holder | $171 | $14,846-98.9% | $13,435-98.7% | $12,624-98.6% |