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 | $36,945 | $160,055-76.9% | $140,016-73.6% | $135,375-72.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -10.23% | 911.38%-921.6pp | 651.12%-661.3pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,270 | $6,420-80.2% | $5,606-77.3% | $4,779-73.4% |
| Participant deferral / active EE | $11,225 | $7,642+46.9% | $6,927+62.0% | $5,609+100.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |