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 | $71,752 | $175,600-59.1% | $129,110-44.4% | $134,475-46.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -23.61% | -11.39%-12.2pp | -10.94%-12.7pp | 417.96%-441.6pp |
| Employer contribution / active EE | $744 | $6,355-88.3% | $5,052-85.3% | $4,740-84.3% |
| Participant deferral / active EE | $8,863 | $7,975+11.1% | $6,542+35.5% | $6,400+38.5% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |