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 | $19,548 | $167,307-88.3% | $143,757-86.4% | $134,475-85.5% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.3pp |
| Annual return | -5.19% | 0.46%-5.7pp | -0.04%-5.2pp | 417.96%-423.2pp |
| Employer contribution / active EE | $860 | $5,619-84.7% | $4,951-82.6% | $4,740-81.8% |
| Participant deferral / active EE | $1,040 | $6,446-83.9% | $5,637-81.6% | $6,400-83.8% |
| Admin fee / account holder | $100 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |