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 | $19,392 | $96,956-80.0% | $70,014-72.3% | $273,961-92.9% |
| Participation rate | 87.5% | 77.1%+10.4pp | 71.8%+15.7pp | 83.0%+4.5pp |
| Annual return | -24.07% | 12.93%-37.0pp | 12.99%-37.1pp | 41.45%-65.5pp |
| Employer contribution / active EE | $30 | $3,316-99.1% | $2,338-98.7% | $4,869-99.4% |
| Participant deferral / active EE | $695 | $3,744-81.4% | $2,931-76.3% | $5,287-86.9% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |