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 | $171,554 | $198,466-13.6% | $170,442+0.7% | $147,584+16.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 7.90% | 257.29%-249.4pp | 205.93%-198.0pp | 578.55%-570.6pp |
| Employer contribution / active EE | $676 | $6,184-89.1% | $5,433-87.6% | $4,876-86.1% |
| Participant deferral / active EE | $9,963 | $5,629+77.0% | $4,939+101.7% | $5,439+83.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |