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 | $65,958 | $96,965-32.0% | $97,995-32.7% | $147,584-55.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | -12.82% | 24.11%-36.9pp | 23.94%-36.8pp | 578.55%-591.4pp |
| Employer contribution / active EE | $966 | $4,536-78.7% | $4,158-76.8% | $4,876-80.2% |
| Participant deferral / active EE | $8,076 | $5,081+58.9% | $5,097+58.4% | $5,439+48.5% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |