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 | $74,391 | $82,664-10.0% | $125,339-40.6% | $68,494+8.6% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | 5.56% | -5.97%+11.5pp | 572.05%-566.5pp | -7.84%+13.4pp |
| Employer contribution / active EE | $375 | $3,381-88.9% | $4,814-92.2% | $2,596-85.6% |
| Participant deferral / active EE | $605 | $6,110-90.1% | $7,446-91.9% | $4,027-85.0% |
| Admin fee / account holder | $14 | $6,275-99.8% | $10,010-99.9% | $5,403-99.7% |