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 | $71,433 | $163,687-56.4% | $108,745-34.3% | $273,961-73.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 0.04% | 31.16%-31.1pp | 46.22%-46.2pp | 41.45%-41.4pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,000 | $7,155+39.8% | $5,121+95.3% | $5,287+89.1% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |