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 | $55,146 | $214,378-74.3% | $200,582-72.5% | $142,382-61.3% |
| Participation rate | 81.0% | 87.4%-6.5pp | 86.9%-5.9pp | 80.1%+0.8pp |
| Annual return | 10.22% | 46.41%-36.2pp | 42.33%-32.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,212 | $6,841-82.3% | $6,419-81.1% | $4,299-71.8% |
| Participant deferral / active EE | $3,101 | $9,865-68.6% | $9,331-66.8% | $6,507-52.3% |
| Admin fee / account holder | $244 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |