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 4-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 | $37,497 | $183,592-79.6% | $155,567-75.9% | $145,959-74.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.97% | 61.24%-55.3pp | 64.74%-58.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $494 | $5,315-90.7% | $4,674-89.4% | $4,661-89.4% |
| Participant deferral / active EE | $11,628 | $6,464+79.9% | $5,628+106.6% | $6,689+73.8% |
| Admin fee / account holder | $49 | $19,318-99.7% | $15,916-99.7% | $13,398-99.6% |