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 | $138,087 | $154,117-10.4% | $129,995+6.2% | $139,434-1.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.47% | 32.48%-25.0pp | -137.18%+144.6pp | 372.94%-365.5pp |
| Employer contribution / active EE | $710 | $5,289-86.6% | $4,320-83.6% | $4,751-85.0% |
| Participant deferral / active EE | $15,000 | $6,710+123.5% | $5,820+157.7% | $6,710+123.5% |
| Admin fee / account holder | $91 | $14,007-99.3% | $10,614-99.1% | $11,403-99.2% |