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 | $218,826 | $126,574+72.9% | $106,213+106.0% | $145,922+50.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -4.01% | 224.79%-228.8pp | 116.14%-120.1pp | 561.29%-565.3pp |
| Employer contribution / active EE | $720 | $3,730-80.7% | $3,171-77.3% | $4,660-84.5% |
| Participant deferral / active EE | $7,625 | $5,724+33.2% | $5,016+52.0% | $6,688+14.0% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |