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 | $86,315 | $106,515-19.0% | $96,683-10.7% | $139,434-38.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | -8.08% | 38.43%-46.5pp | 35.69%-43.8pp | 372.94%-381.0pp |
| Employer contribution / active EE | $228 | $4,103-94.4% | $3,737-93.9% | $4,751-95.2% |
| Participant deferral / active EE | $14,257 | $5,454+161.4% | $4,878+192.3% | $6,710+112.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |