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 | $51,201 | $198,466-74.2% | $170,442-70.0% | $147,584-65.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 7.89% | 257.29%-249.4pp | 205.93%-198.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,159 | $6,184-81.3% | $5,433-78.7% | $4,876-76.2% |
| Participant deferral / active EE | $4,658 | $5,629-17.3% | $4,939-5.7% | $5,439-14.4% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |