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 | $45,818 | $180,449-74.6% | $154,107-70.3% | $135,375-66.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.23% | 888.09%-897.3pp | 735.12%-744.3pp | 519.73%-529.0pp |
| Employer contribution / active EE | $721 | $6,035-88.0% | $5,298-86.4% | $4,779-84.9% |
| Participant deferral / active EE | $3,523 | $5,806-39.3% | $5,081-30.7% | $5,609-37.2% |
| Admin fee / account holder | $1 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |