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 | $147,796 | $167,307-11.7% | $143,757+2.8% | $134,475+9.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.53% | 0.46%-28.0pp | -0.04%-27.5pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,009 | $5,619-82.0% | $4,951-79.6% | $4,740-78.7% |
| Participant deferral / active EE | $3,998 | $6,446-38.0% | $5,637-29.1% | $6,400-37.5% |
| Admin fee / account holder | $254 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |