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 | $81,836 | $74,661+9.6% | $160,784-49.1% | $67,986+20.4% |
| Participation rate | 100.0% | 57.1%+42.9pp | 77.0%+23.0pp | 57.2%+42.8pp |
| Annual return | 6.31% | 28.83%-22.5pp | 1803.92%-1797.6pp | 31.67%-25.4pp |
| Employer contribution / active EE | $258 | $1,829-85.9% | $3,733-93.1% | $2,019-87.2% |
| Participant deferral / active EE | $0 | $3,681-100.0% | $6,293-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,959-100.0% | $9,717-100.0% | $3,203-100.0% |