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 | $45,249 | $106,890-57.7% | $84,015-46.1% | $152,861-70.4% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.4%-12.4pp |
| Annual return | 1.04% | 104.99%-103.9pp | 71.31%-70.3pp | 345.32%-344.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,871 | $4,011-3.5% | $3,239+19.5% | $5,850-33.8% |
| Admin fee / account holder | $57 | $8,285-99.3% | $6,101-99.1% | $11,596-99.5% |