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 3-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 | $127,923 | $167,484-23.6% | $151,611-15.6% | $134,475-4.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.76% | 7.80%-30.6pp | 3.33%-26.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,000 | $6,829-85.4% | $6,166-83.8% | $4,740-78.9% |
| Participant deferral / active EE | $8,925 | $8,986-0.7% | $8,363+6.7% | $6,400+39.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |