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 3-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 | $0 | $52,076-100.0% | $56,546-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 34.6%-34.6pp | 50.6%-50.6pp | 9.9%-9.9pp |
| Annual return | -22.30% | -11.57%-10.7pp | -11.22%-11.1pp | -5.25%-17.1pp |
| Employer contribution / active EE | $611 | $21,762-97.2% | $32,882-98.1% | $15,166-96.0% |
| Participant deferral / active EE | $1,435 | $1,047+37.0% | $579+147.7% | $120+1097.3% |
| Admin fee / account holder | $0 | $669-100.0% | $1,473-100.0% | $3,859-100.0% |