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 | $28,609 | $154,117-81.4% | $129,995-78.0% | $139,434-79.5% |
| Participation rate | 70.8% | 82.0%-11.1pp | 78.5%-7.7pp | 80.3%-9.5pp |
| Annual return | 11.58% | 32.48%-20.9pp | -137.18%+148.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $606 | $5,289-88.5% | $4,320-86.0% | $4,751-87.2% |
| Participant deferral / active EE | $1,370 | $6,710-79.6% | $5,820-76.5% | $6,710-79.6% |
| Admin fee / account holder | $16 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |