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 10-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 | $32,343 | $59,805-45.9% | $79,550-59.3% | $68,494-52.8% |
| Participation rate | 92.1% | 61.1%+31.0pp | 69.5%+22.6pp | 67.9%+24.2pp |
| Annual return | -20.02% | -12.30%-7.7pp | 0.16%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,632 | $3,024+86.2% | $3,985+41.3% | $4,027+39.9% |
| Admin fee / account holder | $102 | $4,835-97.9% | $6,832-98.5% | $5,403-98.1% |