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 4-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 | $8,012 | $82,286-90.3% | $68,791-88.4% | $134,475-94.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -21.02% | -2.19%-18.8pp | -6.38%-14.6pp | 417.96%-439.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,132 | $4,739-33.9% | $3,941-20.5% | $6,400-51.1% |
| Admin fee / account holder | $276 | $6,481-95.7% | $4,932-94.4% | $11,426-97.6% |