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 | $30,852 | $117,841-73.8% | $102,423-69.9% | $145,922-78.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -30.61% | 31.65%-62.3pp | 29.32%-59.9pp | 561.29%-591.9pp |
| Employer contribution / active EE | $234 | $3,615-93.5% | $3,023-92.3% | $4,660-95.0% |
| Participant deferral / active EE | $2,042 | $5,731-64.4% | $5,053-59.6% | $6,688-69.5% |
| Admin fee / account holder | $219 | $13,326-98.4% | $9,451-97.7% | $13,397-98.4% |