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 | $70,173 | $153,772-54.4% | $133,980-47.6% | $273,961-74.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | -4.35% | 36.51%-40.9pp | 29.30%-33.6pp | 41.45%-45.8pp |
| Employer contribution / active EE | $861 | $6,029-85.7% | $5,211-83.5% | $4,869-82.3% |
| Participant deferral / active EE | $7,485 | $6,958+7.6% | $6,282+19.2% | $5,287+41.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |