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 5-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 | $52,562 | $138,044-61.9% | $125,339-58.1% | $134,475-60.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.21% | 750.33%-773.5pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $505 | $5,243-90.4% | $4,814-89.5% | $4,740-89.4% |
| Participant deferral / active EE | $14,500 | $7,799+85.9% | $7,446+94.7% | $6,400+126.6% |
| Admin fee / account holder | $39 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |