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 6-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 | $96,182 | $84,696+13.6% | $75,696+27.1% | $167,490-42.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 5.85% | 199.36%-193.5pp | 104.53%-98.7pp | 478.56%-472.7pp |
| Employer contribution / active EE | $136 | $3,230-95.8% | $2,743-95.1% | $4,837-97.2% |
| Participant deferral / active EE | $9,750 | $4,580+112.9% | $3,821+155.1% | $6,341+53.8% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |