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 | $58,309 | $111,754-47.8% | $103,333-43.6% | $145,922-60.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.22% | 24.77%-17.5pp | 24.88%-17.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $843 | $4,212-80.0% | $3,868-78.2% | $4,660-81.9% |
| Participant deferral / active EE | $4,573 | $5,619-18.6% | $5,057-9.6% | $6,688-31.6% |
| Admin fee / account holder | $207 | $9,750-97.9% | $8,355-97.5% | $13,397-98.5% |