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 6-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 | $24,860 | $167,307-85.1% | $143,757-82.7% | $134,475-81.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -31.37% | 0.46%-31.8pp | -0.04%-31.3pp | 417.96%-449.3pp |
| Employer contribution / active EE | $1,053 | $5,619-81.3% | $4,951-78.7% | $4,740-77.8% |
| Participant deferral / active EE | $8,572 | $6,446+33.0% | $5,637+52.1% | $6,400+33.9% |
| Admin fee / account holder | $35 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |