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 | $25,788 | $142,344-81.9% | $119,609-78.4% | $134,475-80.8% |
| Participation rate | 95.5% | 82.8%+12.6pp | 79.3%+16.2pp | 81.2%+14.2pp |
| Annual return | -20.46% | -12.44%-8.0pp | -14.97%-5.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,051 | $6,469-21.9% | $5,602-9.8% | $6,400-21.1% |
| Admin fee / account holder | $181 | $13,584-98.7% | $10,323-98.3% | $11,426-98.4% |