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 | $12,307 | $80,717-84.8% | $154,803-92.0% | $84,808-85.5% |
| Participation rate | 76.6% | 66.8%+9.8pp | 78.1%-1.5pp | 68.3%+8.3pp |
| Annual return | 9.36% | 37.96%-28.6pp | 58.88%-49.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,123 | $3,303-66.0% | $5,540-79.7% | $4,212-73.3% |
| Admin fee / account holder | $233 | $6,746-96.5% | $14,329-98.4% | $7,344-96.8% |