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 9-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 | $0 | $545,454-100.0% | $534,296-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 94.8%-94.8pp | 92.1%-92.1pp | 90.6%-90.6pp |
| Annual return | -0.94% | -0.06%-0.9pp | 0.02%-1.0pp | 10.77%-11.7pp |
| Employer contribution / active EE | $3,450 | $34,675-90.1% | $34,080-89.9% | $26,022-86.7% |
| Participant deferral / active EE | $7,398 | $3,733+98.2% | $3,667+101.8% | $6,968+6.2% |
| Admin fee / account holder | $0 | $11,320-100.0% | $11,850-100.0% | $18,309-100.0% |