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 | $117,391 | $133,958-12.4% | $112,228+4.6% | $134,475-12.7% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | -21.87% | 47.11%-69.0pp | 27.45%-49.3pp | 417.96%-439.8pp |
| Employer contribution / active EE | $22 | $4,038-99.5% | $3,635-99.4% | $4,740-99.5% |
| Participant deferral / active EE | $2,661 | $5,291-49.7% | $4,728-43.7% | $6,400-58.4% |
| Admin fee / account holder | $209 | $7,489-97.2% | $6,410-96.7% | $11,426-98.2% |