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 | $33,994 | $181,894-81.3% | $156,549-78.3% | $273,961-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.65% | 30.74%-29.1pp | 32.23%-30.6pp | 41.45%-39.8pp |
| Employer contribution / active EE | $988 | $6,248-84.2% | $5,501-82.0% | $4,869-79.7% |
| Participant deferral / active EE | $2,402 | $5,550-56.7% | $4,871-50.7% | $5,287-54.6% |
| Admin fee / account holder | $283 | $15,559-98.2% | $13,027-97.8% | $10,132-97.2% |