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 | $24,324 | $62,586-61.1% | $76,768-68.3% | $64,186-62.1% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.4pp | 69.6%+27.8pp |
| Annual return | -9.17% | -1.95%-7.2pp | 2.43%-11.6pp | 7.63%-16.8pp |
| Employer contribution / active EE | $193 | $1,832-89.5% | $2,485-92.2% | $2,381-91.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $98 | $4,667-97.9% | $6,675-98.5% | $4,888-98.0% |