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 | $16,054 | $138,044-88.4% | $125,339-87.2% | $134,475-88.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.72% | 750.33%-774.0pp | 572.05%-595.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $632 | $5,243-87.9% | $4,814-86.9% | $4,740-86.7% |
| Participant deferral / active EE | $7,260 | $7,799-6.9% | $7,446-2.5% | $6,400+13.4% |
| Admin fee / account holder | $61 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |