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 | $59,369 | $65,365-9.2% | $92,893-36.1% | $72,985-18.7% |
| Participation rate | 87.0% | 68.3%+18.6pp | 76.0%+11.0pp | 69.5%+17.5pp |
| Annual return | 6.52% | 42.10%-35.6pp | 109.41%-102.9pp | 81.00%-74.5pp |
| Employer contribution / active EE | $54 | $2,594-97.9% | $3,653-98.5% | $2,440-97.8% |
| Participant deferral / active EE | $3,443 | $3,128+10.1% | $4,236-18.7% | $3,607-4.6% |
| Admin fee / account holder | $246 | $4,251-94.2% | $5,794-95.8% | $5,124-95.2% |