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 | $24,204 | $167,484-85.5% | $151,611-84.0% | $134,475-82.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.10% | 7.80%-29.9pp | 3.33%-25.4pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,450 | $6,829-78.8% | $6,166-76.5% | $4,740-69.4% |
| Participant deferral / active EE | $11,285 | $8,986+25.6% | $8,363+34.9% | $6,400+76.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |