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 | $27,624 | $114,381-75.8% | $107,525-74.3% | $142,382-80.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.74% | 242.71%-233.0pp | 181.32%-171.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $491 | $4,015-87.8% | $3,754-86.9% | $4,299-88.6% |
| Participant deferral / active EE | $7,431 | $5,564+33.6% | $5,116+45.3% | $6,507+14.2% |
| Admin fee / account holder | $31 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |