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 | $93,335 | $198,466-53.0% | $170,442-45.2% | $147,584-36.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.39% | 257.29%-250.9pp | 205.93%-199.5pp | 578.55%-572.2pp |
| Employer contribution / active EE | $1,171 | $6,184-81.1% | $5,433-78.4% | $4,876-76.0% |
| Participant deferral / active EE | $6,200 | $5,629+10.1% | $4,939+25.5% | $5,439+14.0% |
| Admin fee / account holder | $225 | $16,852-98.7% | $13,880-98.4% | $10,885-97.9% |