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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,207 | $106,115-55.5% | $85,969-45.1% | $125,391-62.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.03% | 13.93%-16.0pp | 9.32%-11.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $640 | $4,537-85.9% | $3,474-81.6% | $4,866-86.8% |
| Participant deferral / active EE | $744 | $4,859-84.7% | $3,829-80.6% | $5,352-86.1% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |