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 | $74,889 | $209,411-64.2% | $178,490-58.0% | $158,922-52.9% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 1.91% | 188.75%-186.8pp | 151.07%-149.2pp | 302.83%-300.9pp |
| Employer contribution / active EE | $199 | $5,706-96.5% | $5,011-96.0% | $4,761-95.8% |
| Participant deferral / active EE | $2,021 | $5,954-66.1% | $5,202-61.1% | $5,982-66.2% |
| Admin fee / account holder | $27 | $17,074-99.8% | $13,984-99.8% | $11,246-99.8% |