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 8-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 | $22,205 | $176,056-87.4% | $159,436-86.1% | $167,490-86.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.12% | 331.75%-331.9pp | 263.57%-263.7pp | 478.56%-478.7pp |
| Employer contribution / active EE | $600 | $5,297-88.7% | $4,829-87.6% | $4,837-87.6% |
| Participant deferral / active EE | $6,361 | $7,750-17.9% | $7,352-13.5% | $6,341+0.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |