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 | $27,507 | $201,272-86.3% | $184,203-85.1% | $145,922-81.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.30% | 29.00%-23.7pp | 28.81%-23.5pp | 561.29%-556.0pp |
| Employer contribution / active EE | $1,004 | $7,022-85.7% | $6,427-84.4% | $4,660-78.5% |
| Participant deferral / active EE | $3,200 | $9,806-67.4% | $9,131-65.0% | $6,688-52.2% |
| Admin fee / account holder | $282 | $16,364-98.3% | $13,901-98.0% | $13,397-97.9% |