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 | $58,572 | $56,897+2.9% | $84,750-30.9% | $62,891-6.9% |
| Participation rate | 77.0% | 68.5%+8.5pp | 76.6%+0.5pp | 69.3%+7.7pp |
| Annual return | -0.25% | 6.30%-6.6pp | 22.78%-23.0pp | 20.14%-20.4pp |
| Employer contribution / active EE | $277 | $2,400-88.5% | $3,574-92.3% | $2,281-87.9% |
| Participant deferral / active EE | $1,081 | $2,709-60.1% | $3,712-70.9% | $3,203-66.2% |
| Admin fee / account holder | $124 | $3,581-96.5% | $5,332-97.7% | $4,296-97.1% |