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 | $18,738 | $167,307-88.8% | $143,757-87.0% | $134,475-86.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -22.57% | 0.46%-23.0pp | -0.04%-22.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $908 | $5,619-83.8% | $4,951-81.7% | $4,740-80.8% |
| Participant deferral / active EE | $2,961 | $6,446-54.1% | $5,637-47.5% | $6,400-53.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |