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 | $71,672 | $67,331+6.4% | $60,874+17.7% | $134,475-46.7% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -22.06% | 49.93%-72.0pp | 16.90%-39.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $12,650 | $4,538+178.7% | $3,817+231.4% | $6,400+97.7% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |