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 3-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 | $21,454 | $159,602-86.6% | $150,045-85.7% | $142,382-84.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.25% | 70.24%-66.0pp | 62.55%-58.3pp | 217.08%-212.8pp |
| Employer contribution / active EE | $384 | $4,961-92.3% | $4,693-91.8% | $4,299-91.1% |
| Participant deferral / active EE | $6,297 | $8,310-24.2% | $7,997-21.3% | $6,507-3.2% |
| Admin fee / account holder | $125 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |