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 7-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 | $49,285 | $100,754-51.1% | $86,677-43.1% | $134,475-63.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -14.97% | 29.04%-44.0pp | 35.91%-50.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $310 | $3,489-91.1% | $2,836-89.1% | $4,740-93.5% |
| Participant deferral / active EE | $1,677 | $5,338-68.6% | $4,656-64.0% | $6,400-73.8% |
| Admin fee / account holder | $119 | $10,926-98.9% | $7,493-98.4% | $11,426-99.0% |