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 | $24,968 | $133,958-81.4% | $112,228-77.8% | $134,475-81.4% |
| Participation rate | 84.2% | 78.6%+5.7pp | 75.1%+9.1pp | 81.2%+3.0pp |
| Annual return | -10.11% | 47.11%-57.2pp | 27.45%-37.6pp | 417.96%-428.1pp |
| Employer contribution / active EE | $155 | $4,038-96.2% | $3,635-95.7% | $4,740-96.7% |
| Participant deferral / active EE | $680 | $5,291-87.1% | $4,728-85.6% | $6,400-89.4% |
| Admin fee / account holder | $253 | $7,489-96.6% | $6,410-96.1% | $11,426-97.8% |