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 | $11,849 | $49,177-75.9% | $79,464-85.1% | $64,186-81.5% |
| Participation rate | 85.3% | 65.0%+20.3pp | 73.3%+11.9pp | 69.6%+15.7pp |
| Annual return | -10.07% | -1.16%-8.9pp | 718.14%-728.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,044 | $2,821-27.5% | $3,704-44.8% | $3,470-41.1% |
| Admin fee / account holder | $5 | $3,839-99.9% | $5,113-99.9% | $4,888-99.9% |