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 | $100,602 | $115,708-13.1% | $65,255+54.2% | $139,434-27.8% |
| Participation rate | 88.9% | 67.8%+21.1pp | 65.0%+23.9pp | 80.3%+8.6pp |
| Annual return | -4.25% | 31.19%-35.4pp | 47.35%-51.6pp | 372.94%-377.2pp |
| Employer contribution / active EE | $111 | $2,599-95.7% | $1,691-93.4% | $4,751-97.7% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,831-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |