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 | $43,982 | $755,339-94.2% | $379,746-88.4% | $158,922-72.3% |
| Participation rate | 83.3% | 81.8%+1.6pp | 78.4%+4.9pp | 82.0%+1.4pp |
| Annual return | -12.70% | 53.41%-66.1pp | 34.90%-47.6pp | 302.83%-315.5pp |
| Employer contribution / active EE | $511 | $4,685-89.1% | $3,540-85.6% | $4,761-89.3% |
| Participant deferral / active EE | $4,272 | $7,938-46.2% | $6,024-29.1% | $5,982-28.6% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |