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 | $33,008 | $160,055-79.4% | $140,016-76.4% | $135,375-75.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.02% | 911.38%-922.4pp | 651.12%-662.1pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,223 | $6,420-80.9% | $5,606-78.2% | $4,779-74.4% |
| Participant deferral / active EE | $9,401 | $7,642+23.0% | $6,927+35.7% | $5,609+67.6% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |