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 | $22,084 | $82,664-73.3% | $125,339-82.4% | $68,494-67.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $370 | $3,381-89.0% | $4,814-92.3% | $2,596-85.7% |
| Participant deferral / active EE | $842 | $6,110-86.2% | $7,446-88.7% | $4,027-79.1% |
| Admin fee / account holder | $53 | $6,275-99.2% | $10,010-99.5% | $5,403-99.0% |