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 | $62,688 | $71,480-12.3% | $90,782-30.9% | $64,186-2.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -8.01% | -4.25%-3.8pp | -3.42%-4.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $118 | $3,415-96.6% | $4,105-97.1% | $2,381-95.1% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $27 | $6,309-99.6% | $5,908-99.5% | $4,888-99.5% |