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 5-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 | $42,282 | $117,690-64.1% | $71,735-41.1% | $134,475-68.6% |
| Participation rate | 75.0% | 68.8%+6.2pp | 62.3%+12.7pp | 81.2%-6.2pp |
| Annual return | -1757.62% | 25.44%-1783.1pp | 9.14%-1766.8pp | 417.96%-2175.6pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $34,323 | $3,759+813.0% | $2,658+1191.3% | $6,400+436.3% |
| Admin fee / account holder | $118 | $6,379-98.1% | $3,974-97.0% | $11,426-99.0% |