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 | $41,987 | $67,411-37.7% | $91,001-53.9% | $70,131-40.1% |
| Participation rate | 72.4% | 71.4%+1.0pp | 75.6%-3.2pp | 69.5%+2.9pp |
| Annual return | 6.72% | -40.16%+46.9pp | 4.60%+2.1pp | 73.14%-66.4pp |
| Employer contribution / active EE | $67 | $1,786-96.2% | $2,456-97.3% | $2,342-97.1% |
| Participant deferral / active EE | $1,340 | $2,823-52.5% | $3,547-62.2% | $3,332-59.8% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |