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 | $49,378 | $135,635-63.6% | $110,238-55.2% | $135,375-63.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -11.47% | 513.19%-524.7pp | 314.74%-326.2pp | 519.73%-531.2pp |
| Employer contribution / active EE | $320 | $4,906-93.5% | $3,826-91.6% | $4,779-93.3% |
| Participant deferral / active EE | $3,031 | $5,506-45.0% | $4,672-35.1% | $5,609-46.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |