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 | $18,251 | $97,757-81.3% | $83,848-78.2% | $135,375-86.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.84% | 1287.37%-1301.2pp | 850.88%-864.7pp | 519.73%-533.6pp |
| Employer contribution / active EE | $675 | $4,222-84.0% | $3,631-81.4% | $4,779-85.9% |
| Participant deferral / active EE | $9,520 | $4,682+103.3% | $4,082+133.2% | $5,609+69.7% |
| Admin fee / account holder | $178 | $6,674-97.3% | $5,478-96.8% | $10,827-98.4% |