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 8-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 | $13,476 | $81,248-83.4% | $155,509-91.3% | $80,856-83.3% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | -86.59% | 33.31%-119.9pp | 64.67%-151.3pp | 35.59%-122.2pp |
| Employer contribution / active EE | $296 | $3,100-90.5% | $4,672-93.7% | $2,755-89.3% |
| Participant deferral / active EE | $989 | $3,452-71.3% | $5,626-82.4% | $4,296-77.0% |
| Admin fee / account holder | $263 | $7,997-96.7% | $15,912-98.4% | $6,918-96.2% |