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 | $107,606 | $45,863+134.6% | $77,024+39.7% | $68,494+57.1% |
| Participation rate | 76.7% | 55.9%+20.8pp | 67.9%+8.8pp | 67.9%+8.8pp |
| Annual return | -21.00% | 1.72%-22.7pp | 42.32%-63.3pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,380 | $2,962+216.7% | $4,426+111.9% | $4,027+132.9% |
| Admin fee / account holder | $31 | $3,041-99.0% | $5,425-99.4% | $5,403-99.4% |