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 | $208,734 | $135,635+53.9% | $110,238+89.3% | $135,375+54.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.74% | 513.19%-522.9pp | 314.74%-324.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $875 | $4,906-82.2% | $3,826-77.1% | $4,779-81.7% |
| Participant deferral / active EE | $7,514 | $5,506+36.5% | $4,672+60.8% | $5,609+34.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |