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 | $108,977 | $167,484-34.9% | $151,611-28.1% | $134,475-19.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.19% | 7.80%-29.0pp | 3.33%-24.5pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,418 | $6,829-79.2% | $6,166-77.0% | $4,740-70.1% |
| Participant deferral / active EE | $11,243 | $8,986+25.1% | $8,363+34.4% | $6,400+75.7% |
| Admin fee / account holder | $49 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |