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 | $29,078 | $180,449-83.9% | $154,107-81.1% | $135,375-78.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -1.96% | 888.09%-890.0pp | 735.12%-737.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,032 | $6,035-82.9% | $5,298-80.5% | $4,779-78.4% |
| Participant deferral / active EE | $1,040 | $5,806-82.1% | $5,081-79.5% | $5,609-81.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |