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 | $43,160 | $110,261-60.9% | $95,745-54.9% | $139,434-69.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.20% | 27.11%-25.9pp | 28.35%-27.2pp | 372.94%-371.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $26,250 | $4,676+461.4% | $4,245+518.4% | $6,710+291.2% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |