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 | $43,549 | $124,281-65.0% | $109,143-60.1% | $167,490-74.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 9.16% | 26.04%-16.9pp | 25.75%-16.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | -$175 | $4,207-104.2% | $3,722-104.7% | $4,837-103.6% |
| Participant deferral / active EE | $2,114 | $5,255-59.8% | $4,653-54.6% | $6,341-66.7% |
| Admin fee / account holder | $226 | $7,970-97.2% | $6,752-96.7% | $12,309-98.2% |