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 6-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 | $19,893 | $167,307-88.1% | $143,757-86.2% | $134,475-85.2% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -21.83% | 0.46%-22.3pp | -0.04%-21.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $750 | $5,619-86.7% | $4,951-84.9% | $4,740-84.2% |
| Participant deferral / active EE | $7,443 | $6,446+15.5% | $5,637+32.0% | $6,400+16.3% |
| Admin fee / account holder | $166 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |