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 | $81,964 | $142,344-42.4% | $119,609-31.5% | $134,475-39.0% |
| Participation rate | 79.2% | 82.8%-3.6pp | 79.3%-0.1pp | 81.2%-2.1pp |
| Annual return | -21.35% | -12.44%-8.9pp | -14.97%-6.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $616 | $5,222-88.2% | $4,232-85.5% | $4,740-87.0% |
| Participant deferral / active EE | $5,453 | $6,469-15.7% | $5,602-2.7% | $6,400-14.8% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |