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 | $46,200 | $202,432-77.2% | $169,368-72.7% | $139,434-66.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -32.00% | 531.74%-563.7pp | 405.60%-437.6pp | 372.94%-404.9pp |
| Employer contribution / active EE | $158 | $4,692-96.6% | $4,013-96.1% | $4,751-96.7% |
| Participant deferral / active EE | $2,715 | $6,938-60.9% | $6,221-56.4% | $6,710-59.5% |
| Admin fee / account holder | $103 | $10,708-99.0% | $9,003-98.9% | $11,403-99.1% |