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 | $21,773 | $127,386-82.9% | $115,037-81.1% | $125,391-82.6% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.30% | 31.28%-31.0pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $654 | $5,166-87.3% | $4,608-85.8% | $4,866-86.6% |
| Participant deferral / active EE | $1,873 | $6,423-70.8% | $6,026-68.9% | $5,352-65.0% |
| Admin fee / account holder | $121 | $9,516-98.7% | $8,175-98.5% | $9,540-98.7% |