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 | $127,502 | $116,175+9.8% | $93,606+36.2% | $152,861-16.6% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | -37.68% | 35.96%-73.6pp | 32.76%-70.4pp | 345.32%-383.0pp |
| Employer contribution / active EE | $288 | $3,218-91.1% | $2,718-89.4% | $4,762-94.0% |
| Participant deferral / active EE | $5,376 | $4,603+16.8% | $4,069+32.1% | $5,850-8.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |