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 | $171,380 | $148,534+15.4% | $135,903+26.1% | $139,434+22.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -0.73% | 79.19%-79.9pp | 68.23%-69.0pp | 372.94%-373.7pp |
| Employer contribution / active EE | $686 | $5,243-86.9% | $4,856-85.9% | $4,751-85.6% |
| Participant deferral / active EE | $7,500 | $8,100-7.4% | $7,758-3.3% | $6,710+11.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |