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 8-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 | $23,741 | $167,307-85.8% | $143,757-83.5% | $134,475-82.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.44% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $505 | $5,619-91.0% | $4,951-89.8% | $4,740-89.3% |
| Participant deferral / active EE | $5,116 | $6,446-20.6% | $5,637-9.3% | $6,400-20.1% |
| Admin fee / account holder | $88 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |