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 6-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 | $42,077 | $167,484-74.9% | $151,611-72.2% | $134,475-68.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.11% | 7.80%-31.9pp | 3.33%-27.4pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,027 | $6,829-85.0% | $6,166-83.4% | $4,740-78.3% |
| Participant deferral / active EE | $20,425 | $8,986+127.3% | $8,363+144.2% | $6,400+219.2% |
| Admin fee / account holder | $78 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |