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 | $22,496 | $97,757-77.0% | $83,848-73.2% | $135,375-83.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -12.86% | 1287.37%-1300.2pp | 850.88%-863.7pp | 519.73%-532.6pp |
| Employer contribution / active EE | $70 | $4,222-98.3% | $3,631-98.1% | $4,779-98.5% |
| Participant deferral / active EE | $7,076 | $4,682+51.1% | $4,082+73.4% | $5,609+26.2% |
| Admin fee / account holder | $272 | $6,674-95.9% | $5,478-95.0% | $10,827-97.5% |