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 | $36,898 | $94,625-61.0% | $116,228-68.3% | $84,808-56.5% |
| Participation rate | 78.3% | 70.4%+7.8pp | 74.6%+3.7pp | 68.3%+9.9pp |
| Annual return | 21.59% | 20.40%+1.2pp | 90.06%-68.5pp | 40.90%-19.3pp |
| Employer contribution / active EE | $127 | $2,347-94.6% | $2,994-95.7% | $2,631-95.2% |
| Participant deferral / active EE | $730 | $3,972-81.6% | $4,953-85.3% | $4,212-82.7% |
| Admin fee / account holder | $0 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |