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 | $31,842 | $160,055-80.1% | $140,016-77.3% | $135,375-76.5% |
| Participation rate | 70.6% | 88.5%-17.9pp | 87.5%-16.9pp | 82.6%-12.1pp |
| Annual return | -19.49% | 911.38%-930.9pp | 651.12%-670.6pp | 519.73%-539.2pp |
| Employer contribution / active EE | $1,254 | $6,420-80.5% | $5,606-77.6% | $4,779-73.8% |
| Participant deferral / active EE | $3,704 | $7,642-51.5% | $6,927-46.5% | $5,609-34.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |