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 | $25,736 | $107,791-76.1% | $90,645-71.6% | $135,375-81.0% |
| Participation rate | 73.3% | 78.0%-4.7pp | 74.0%-0.7pp | 82.6%-9.3pp |
| Annual return | -7.89% | -0.90%-7.0pp | 1.88%-9.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $238 | $3,872-93.8% | $3,425-93.0% | $5,609-95.8% |
| Admin fee / account holder | $248 | $5,930-95.8% | $4,994-95.0% | $10,827-97.7% |