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 | $58,370 | $110,094-47.0% | $151,611-61.5% | $68,494-14.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.93% | -10.12%-7.8pp | 3.33%-21.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $941 | $4,471-78.9% | $6,166-84.7% | $2,596-63.7% |
| Participant deferral / active EE | $2,528 | $6,527-61.3% | $8,363-69.8% | $4,027-37.2% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |