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 5-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 | $44,683 | $111,814-60.0% | $93,654-52.3% | $145,959-69.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | -0.12% | 203.30%-203.4pp | 133.34%-133.5pp | 561.95%-562.1pp |
| Employer contribution / active EE | $205 | $3,092-93.4% | $2,421-91.5% | $4,661-95.6% |
| Participant deferral / active EE | $1,544 | $4,914-68.6% | $4,413-65.0% | $6,689-76.9% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |