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 | $47,586 | $92,222-48.4% | $76,768-38.0% | $135,375-64.8% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -9.27% | 5.46%-14.7pp | 2.43%-11.7pp | 519.73%-529.0pp |
| Employer contribution / active EE | $428 | $3,216-86.7% | $2,485-82.8% | $4,779-91.0% |
| Participant deferral / active EE | $2,686 | $4,509-40.4% | $3,852-30.3% | $5,609-52.1% |
| Admin fee / account holder | $101 | $10,748-99.1% | $6,675-98.5% | $10,827-99.1% |