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 | $12,701 | $92,703-86.3% | $82,719-84.6% | $134,475-90.6% |
| Participation rate | 87.0% | 75.2%+11.8pp | 72.6%+14.4pp | 81.2%+5.7pp |
| Annual return | -22.53% | 944.92%-967.5pp | 701.18%-723.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $71 | $3,274-97.8% | $3,009-97.6% | $4,740-98.5% |
| Participant deferral / active EE | $2,378 | $4,802-50.5% | $4,395-45.9% | $6,400-62.8% |
| Admin fee / account holder | $54 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |