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 | $17,153 | $97,757-82.5% | $83,848-79.5% | $135,375-87.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.93% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $414 | $4,222-90.2% | $3,631-88.6% | $4,779-91.3% |
| Participant deferral / active EE | $1,037 | $4,682-77.9% | $4,082-74.6% | $5,609-81.5% |
| Admin fee / account holder | $160 | $6,674-97.6% | $5,478-97.1% | $10,827-98.5% |