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 | $104,303 | $99,640+4.7% | $86,436+20.7% | $134,475-22.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -20.65% | 6782.58%-6803.2pp | 4394.89%-4415.5pp | 417.96%-438.6pp |
| Employer contribution / active EE | $225 | $4,400-94.9% | $3,769-94.0% | $4,740-95.2% |
| Participant deferral / active EE | $901 | $7,246-87.6% | $6,952-87.0% | $6,400-85.9% |
| Admin fee / account holder | $205 | $8,371-97.6% | $6,731-97.0% | $11,426-98.2% |