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 | $28,660 | $142,405-79.9% | $115,157-75.1% | $152,861-81.3% |
| Participation rate | 81.8% | 82.4%-0.5pp | 75.9%+5.9pp | 82.4%-0.6pp |
| Annual return | 18.20% | 41.48%-23.3pp | 35.60%-17.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $112 | $5,164-97.8% | $4,168-97.3% | $5,850-98.1% |
| Admin fee / account holder | $84 | $8,462-99.0% | $7,088-98.8% | $11,596-99.3% |