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 | $37,453 | $160,055-76.6% | $140,016-73.3% | $135,375-72.3% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -6.64% | 911.38%-918.0pp | 651.12%-657.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $645 | $6,420-90.0% | $5,606-88.5% | $4,779-86.5% |
| Participant deferral / active EE | $1,102 | $7,642-85.6% | $6,927-84.1% | $5,609-80.3% |
| Admin fee / account holder | $54 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |