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 | $48,198 | $97,044-50.3% | $83,333-42.2% | $135,375-64.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.13% | 12.31%-11.2pp | 10.63%-9.5pp | 519.73%-518.6pp |
| Employer contribution / active EE | $75 | $4,143-98.2% | $3,379-97.8% | $4,779-98.4% |
| Participant deferral / active EE | $375 | $5,964-93.7% | $5,565-93.3% | $5,609-93.3% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |