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 | $27,627 | $148,534-81.4% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.25% | 79.19%-76.9pp | 68.23%-66.0pp | 372.94%-370.7pp |
| Employer contribution / active EE | $45 | $5,243-99.1% | $4,856-99.1% | $4,751-99.1% |
| Participant deferral / active EE | $6,099 | $8,100-24.7% | $7,758-21.4% | $6,710-9.1% |
| Admin fee / account holder | $2 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |