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 | $38,802 | $88,707-56.3% | $74,183-47.7% | $273,961-85.8% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 9.84% | 11.94%-2.1pp | 17.74%-7.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $206 | $3,159-93.5% | $2,370-91.3% | $4,869-95.8% |
| Participant deferral / active EE | $1,119 | $4,212-73.4% | $3,550-68.5% | $5,287-78.8% |
| Admin fee / account holder | $9 | $8,717-99.9% | $5,586-99.8% | $10,132-99.9% |