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 | $192,402 | $54,350+254.0% | $82,719+132.6% | $68,494+180.9% |
| Participation rate | 78.8% | 63.9%+14.9pp | 72.6%+6.2pp | 67.9%+10.9pp |
| Annual return | -20.99% | -13.67%-7.3pp | 701.18%-722.2pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,687 | $3,246+13.6% | $4,395-16.1% | $4,027-8.4% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |