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 4-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 | $35,106 | $55,041-36.2% | $45,164-22.3% | $134,475-73.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 55.2%+44.8pp | 81.2%+18.8pp |
| Annual return | -25.07% | -19.63%-5.4pp | -20.28%-4.8pp | 417.96%-443.0pp |
| Employer contribution / active EE | $0 | $3,006-100.0% | $2,321-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $20,500 | $3,822+436.4% | $3,184+543.8% | $6,400+220.3% |
| Admin fee / account holder | $0 | $4,029-100.0% | $3,071-100.0% | $11,426-100.0% |