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 | $23,734 | $167,484-85.8% | $151,611-84.3% | $134,475-82.4% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -21.64% | 7.80%-29.4pp | 3.33%-25.0pp | 417.96%-439.6pp |
| Employer contribution / active EE | $440 | $6,829-93.6% | $6,166-92.9% | $4,740-90.7% |
| Participant deferral / active EE | $3,599 | $8,986-59.9% | $8,363-57.0% | $6,400-43.8% |
| Admin fee / account holder | $176 | $13,783-98.7% | $11,616-98.5% | $11,426-98.5% |