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 | $28,663 | $167,307-82.9% | $143,757-80.1% | $134,475-78.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -16.90% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,136 | $5,619-79.8% | $4,951-77.1% | $4,740-76.0% |
| Participant deferral / active EE | $1,803 | $6,446-72.0% | $5,637-68.0% | $6,400-71.8% |
| Admin fee / account holder | $17 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |