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 | $11,721 | $106,543-89.0% | $91,220-87.2% | $134,475-91.3% |
| Participation rate | 92.3% | 76.8%+15.5pp | 73.2%+19.1pp | 81.2%+11.1pp |
| Annual return | -27.10% | 160.60%-187.7pp | 114.01%-141.1pp | 417.96%-445.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,510 | $4,719+80.3% | $4,234+101.0% | $6,400+33.0% |
| Admin fee / account holder | $65 | $6,231-99.0% | $5,420-98.8% | $11,426-99.4% |