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 | $2,664 | $27,915-90.5% | $58,482-95.4% | $75,163-96.5% |
| Participation rate | 89.7% | 38.8%+50.9pp | 50.9%+38.9pp | 67.2%+22.6pp |
| Annual return | 14.43% | 44.20%-29.8pp | 4239.32%-4224.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $76 | $669-88.6% | $1,053-92.8% | $2,670-97.1% |
| Participant deferral / active EE | $507 | $1,201-57.8% | $1,924-73.6% | $4,125-87.7% |
| Admin fee / account holder | $290 | $1,726-83.2% | $2,516-88.5% | $5,651-94.9% |