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 | $30,319 | $115,770-73.8% | $101,248-70.1% | $158,922-80.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -9.81% | 56.14%-65.9pp | 46.47%-56.3pp | 302.83%-312.6pp |
| Employer contribution / active EE | $644 | $4,175-84.6% | $3,660-82.4% | $4,761-86.5% |
| Participant deferral / active EE | $2,849 | $4,957-42.5% | $4,370-34.8% | $5,982-52.4% |
| Admin fee / account holder | $40 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |