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 | $47,009 | $140,940-66.6% | $112,229-58.1% | $139,434-66.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.97% | 32.71%-25.7pp | 30.20%-23.2pp | 372.94%-366.0pp |
| Employer contribution / active EE | $380 | $4,283-91.1% | $3,430-88.9% | $4,751-92.0% |
| Participant deferral / active EE | $3,047 | $5,874-48.1% | $4,798-36.5% | $6,710-54.6% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |