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 9-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 | $83,229 | $176,056-52.7% | $159,436-47.8% | $167,490-50.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -5.74% | 331.75%-337.5pp | 263.57%-269.3pp | 478.56%-484.3pp |
| Employer contribution / active EE | -$381 | $5,297-107.2% | $4,829-107.9% | $4,837-107.9% |
| Participant deferral / active EE | $10,467 | $7,750+35.1% | $7,352+42.4% | $6,341+65.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |