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 | $56,190 | $135,635-58.6% | $110,238-49.0% | $135,375-58.5% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -13.59% | 513.19%-526.8pp | 314.74%-328.3pp | 519.73%-533.3pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,057 | $5,506+82.6% | $4,672+115.3% | $5,609+79.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |