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 | $23,866 | $96,635-75.3% | $86,612-72.4% | $139,434-82.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.53% | 106.41%-101.9pp | 591.07%-586.5pp | 372.94%-368.4pp |
| Employer contribution / active EE | $210 | $3,263-93.6% | $3,022-93.1% | $4,751-95.6% |
| Participant deferral / active EE | $3,000 | $4,836-38.0% | $4,438-32.4% | $6,710-55.3% |
| Admin fee / account holder | $127 | $6,408-98.0% | $5,614-97.7% | $11,403-98.9% |