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 | $25,018 | $43,075-41.9% | $74,583-66.5% | $62,891-60.2% |
| Participation rate | 89.7% | 58.1%+31.6pp | 68.1%+21.5pp | 69.3%+20.3pp |
| Annual return | -2.85% | 17.50%-20.4pp | 20.47%-23.3pp | 20.14%-23.0pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,439 | $2,389-39.8% | $3,458-58.4% | $3,203-55.1% |
| Admin fee / account holder | $122 | $2,840-95.7% | $4,138-97.1% | $4,296-97.2% |