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 | $44,992 | $154,117-70.8% | $129,995-65.4% | $139,434-67.7% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.5%-0.2pp | 80.3%-2.1pp |
| Annual return | 25.21% | 32.48%-7.3pp | -137.18%+162.4pp | 372.94%-347.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $656 | $6,710-90.2% | $5,820-88.7% | $6,710-90.2% |
| Admin fee / account holder | $217 | $14,007-98.5% | $10,614-98.0% | $11,403-98.1% |