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 | $241,618 | $142,344+69.7% | $119,609+102.0% | $134,475+79.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -20.92% | -12.44%-8.5pp | -14.97%-5.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $619 | $5,222-88.1% | $4,232-85.4% | $4,740-86.9% |
| Participant deferral / active EE | $6,341 | $6,469-2.0% | $5,602+13.2% | $6,400-0.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |