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 | $35,482 | $81,900-56.7% | $119,609-70.3% | $68,494-48.2% |
| Participation rate | 75.5% | 71.9%+3.6pp | 79.3%-3.7pp | 67.9%+7.6pp |
| Annual return | -19.52% | -23.82%+4.3pp | -14.97%-4.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,267 | $4,148+2.9% | $5,602-23.8% | $4,027+6.0% |
| Admin fee / account holder | $110 | $6,582-98.3% | $10,323-98.9% | $5,403-98.0% |