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 | $23,435 | $138,065-83.0% | $123,544-81.0% | $135,375-82.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.91% | 153.68%-166.6pp | 119.20%-132.1pp | 519.73%-532.6pp |
| Employer contribution / active EE | $346 | $5,151-93.3% | $4,628-92.5% | $4,779-92.8% |
| Participant deferral / active EE | $2,944 | $6,799-56.7% | $6,426-54.2% | $5,609-47.5% |
| Admin fee / account holder | $151 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |