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 | $40,188 | $171,865-76.6% | $149,718-73.2% | $147,584-72.8% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 6.10% | 2113.22%-2107.1pp | 1501.63%-1495.5pp | 578.55%-572.4pp |
| Employer contribution / active EE | $462 | $6,275-92.6% | $5,445-91.5% | $4,876-90.5% |
| Participant deferral / active EE | $10,257 | $7,271+41.1% | $6,569+56.2% | $5,439+88.6% |
| Admin fee / account holder | $198 | $13,799-98.6% | $11,283-98.2% | $10,885-98.2% |