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 | $33,274 | $105,126-68.3% | $94,646-64.8% | $139,434-76.1% |
| Participation rate | 73.3% | 82.4%-9.0pp | 80.8%-7.5pp | 80.3%-7.0pp |
| Annual return | 18.17% | 38.03%-19.9pp | 156.71%-138.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,691 | $7,599-77.8% | $7,418-77.2% | $6,710-74.8% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |