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 | $29,602 | $167,484-82.3% | $151,611-80.5% | $134,475-78.0% |
| Participation rate | 76.9% | 88.4%-11.5pp | 87.5%-10.6pp | 81.2%-4.3pp |
| Annual return | -20.07% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $582 | $6,829-91.5% | $6,166-90.6% | $4,740-87.7% |
| Participant deferral / active EE | $1,343 | $8,986-85.1% | $8,363-83.9% | $6,400-79.0% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |