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 7-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 | $0 | $48,570-100.0% | $130,648-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 58.6%-58.6pp | 71.7%-71.7pp | 69.5%-69.5pp |
| Annual return | 15.81% | 38.63%-22.8pp | 1708.96%-1693.2pp | 81.00%-65.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,727 | $2,384+56.4% | $3,603+3.5% | $3,607+3.3% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |