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 8-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 | $84,362 | $202,318-58.3% | $172,739-51.2% | $152,861-44.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.88% | 1029.65%-1027.8pp | 802.84%-801.0pp | 345.32%-343.4pp |
| Employer contribution / active EE | $493 | $5,856-91.6% | $5,143-90.4% | $4,762-89.6% |
| Participant deferral / active EE | $16,963 | $5,948+185.2% | $5,198+226.4% | $5,850+190.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |