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 | $7,076 | $67,331-89.5% | $60,874-88.4% | $134,475-94.7% |
| Participation rate | 86.7% | 76.2%+10.5pp | 73.1%+13.6pp | 81.2%+5.4pp |
| Annual return | -22.41% | 49.93%-72.3pp | 16.90%-39.3pp | 417.96%-440.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,248 | $4,538-72.5% | $3,817-67.3% | $6,400-80.5% |
| Admin fee / account holder | $4 | $4,582-99.9% | $3,224-99.9% | $11,426-100.0% |