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 | $40,541 | $71,883-43.6% | $86,677-53.2% | $68,494-40.8% |
| Participation rate | 74.1% | 72.2%+1.8pp | 76.6%-2.5pp | 67.9%+6.2pp |
| Annual return | -19.33% | 3.52%-22.9pp | 35.91%-55.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $359 | $2,173-83.5% | $2,836-87.3% | $2,596-86.2% |
| Participant deferral / active EE | $2,396 | $3,779-36.6% | $4,656-48.5% | $4,027-40.5% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |