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 | $52,916 | $127,100-58.4% | $105,738-50.0% | $135,375-60.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -11.21% | 4.49%-15.7pp | 6.27%-17.5pp | 519.73%-530.9pp |
| Employer contribution / active EE | $615 | $4,107-85.0% | $3,268-81.2% | $4,779-87.1% |
| Participant deferral / active EE | $12,295 | $5,064+142.8% | $4,080+201.4% | $5,609+119.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |