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 6-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 | $23,849 | $133,958-82.2% | $112,228-78.7% | $134,475-82.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.71% | 47.11%-68.8pp | 27.45%-49.2pp | 417.96%-439.7pp |
| Employer contribution / active EE | $305 | $4,038-92.4% | $3,635-91.6% | $4,740-93.6% |
| Participant deferral / active EE | $2,283 | $5,291-56.8% | $4,728-51.7% | $6,400-64.3% |
| Admin fee / account holder | $107 | $7,489-98.6% | $6,410-98.3% | $11,426-99.1% |