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 7-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 | $2,779 | $54,705-94.9% | $71,209-96.1% | $84,808-96.7% |
| Participation rate | 74.1% | 64.1%+10.0pp | 73.8%+0.3pp | 68.3%+5.8pp |
| Annual return | 12.50% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $218 | $2,158-89.9% | $2,721-92.0% | $2,631-91.7% |
| Participant deferral / active EE | $959 | $3,030-68.3% | $4,175-77.0% | $4,212-77.2% |
| Admin fee / account holder | $43 | $4,863-99.1% | $5,349-99.2% | $7,344-99.4% |