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 | $22,782 | $92,222-75.3% | $76,768-70.3% | $135,375-83.2% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -6.19% | 5.46%-11.6pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $457 | $3,216-85.8% | $2,485-81.6% | $4,779-90.4% |
| Participant deferral / active EE | $1,038 | $4,509-77.0% | $3,852-73.0% | $5,609-81.5% |
| Admin fee / account holder | $100 | $10,748-99.1% | $6,675-98.5% | $10,827-99.1% |