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 | $12,284 | $73,867-83.4% | $143,757-91.5% | $68,494-82.1% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -13.84% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $346 | $3,184-89.1% | $4,951-93.0% | $2,596-86.7% |
| Participant deferral / active EE | $248 | $3,384-92.7% | $5,637-95.6% | $4,027-93.9% |
| Admin fee / account holder | $256 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |