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 | $88,463 | $49,177+79.9% | $79,464+11.3% | $64,186+37.8% |
| Participation rate | 88.8% | 65.0%+23.7pp | 73.3%+15.4pp | 69.6%+19.2pp |
| Annual return | -12.93% | -1.16%-11.8pp | 718.14%-731.1pp | 7.63%-20.6pp |
| Employer contribution / active EE | $120 | $2,076-94.2% | $2,800-95.7% | $2,381-95.0% |
| Participant deferral / active EE | $1,258 | $2,821-55.4% | $3,704-66.0% | $3,470-63.7% |
| Admin fee / account holder | $291 | $3,839-92.4% | $5,113-94.3% | $4,888-94.0% |