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 | $220,848 | $95,266+131.8% | $82,389+168.1% | $142,382+55.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | -2.76% | 25.74%-28.5pp | 28.67%-31.4pp | 217.08%-219.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,500 | $4,809-48.0% | $4,155-39.8% | $6,507-61.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |