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 | $116,744 | $107,791+8.3% | $90,645+28.8% | $135,375-13.8% |
| Participation rate | 73.9% | 78.0%-4.1pp | 74.0%-0.1pp | 82.6%-8.7pp |
| Annual return | 16.59% | -0.90%+17.5pp | 1.88%+14.7pp | 519.73%-503.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $33 | $5,930-99.4% | $4,994-99.3% | $10,827-99.7% |