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 8-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 | $109,147 | $201,272-45.8% | $184,203-40.7% | $145,922-25.2% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 8.43% | 29.00%-20.6pp | 28.81%-20.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,015 | $7,022-85.5% | $6,427-84.2% | $4,660-78.2% |
| Participant deferral / active EE | $6,506 | $9,806-33.7% | $9,131-28.8% | $6,688-2.7% |
| Admin fee / account holder | $85 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |