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 10-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 | $28,760 | $115,770-75.2% | $101,248-71.6% | $158,922-81.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.69% | 56.14%-51.4pp | 46.47%-41.8pp | 302.83%-298.1pp |
| Employer contribution / active EE | $665 | $4,175-84.1% | $3,660-81.8% | $4,761-86.0% |
| Participant deferral / active EE | $1,662 | $4,957-66.5% | $4,370-62.0% | $5,982-72.2% |
| Admin fee / account holder | $112 | $7,245-98.5% | $5,945-98.1% | $11,246-99.0% |