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 | $31,226 | $160,055-80.5% | $140,016-77.7% | $135,375-76.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -4.92% | 911.38%-916.3pp | 651.12%-656.0pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,340 | $6,420-79.1% | $5,606-76.1% | $4,779-72.0% |
| Participant deferral / active EE | $2,013 | $7,642-73.7% | $6,927-70.9% | $5,609-64.1% |
| Admin fee / account holder | $278 | $13,328-97.9% | $10,705-97.4% | $10,827-97.4% |