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 | $14,177 | $82,286-82.8% | $68,791-79.4% | $134,475-89.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -23.51% | -2.19%-21.3pp | -6.38%-17.1pp | 417.96%-441.5pp |
| Employer contribution / active EE | $52 | $3,301-98.4% | $2,655-98.0% | $4,740-98.9% |
| Participant deferral / active EE | $1,160 | $4,739-75.5% | $3,941-70.6% | $6,400-81.9% |
| Admin fee / account holder | $125 | $6,481-98.1% | $4,932-97.5% | $11,426-98.9% |