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 | $31,141 | $90,348-65.5% | $75,972-59.0% | $145,922-78.7% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | -3.20% | 620.88%-624.1pp | 359.55%-362.7pp | 561.29%-564.5pp |
| Employer contribution / active EE | $477 | $3,311-85.6% | $2,685-82.2% | $4,660-89.8% |
| Participant deferral / active EE | $2,971 | $5,162-42.4% | $4,255-30.2% | $6,688-55.6% |
| Admin fee / account holder | $61 | $8,467-99.3% | $6,467-99.1% | $13,397-99.5% |