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 | $50,678 | $167,484-69.7% | $151,611-66.6% | $134,475-62.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.19% | 7.80%-21.0pp | 3.33%-16.5pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,005 | $6,829-85.3% | $6,166-83.7% | $4,740-78.8% |
| Participant deferral / active EE | $1,527 | $8,986-83.0% | $8,363-81.7% | $6,400-76.1% |
| Admin fee / account holder | $197 | $13,783-98.6% | $11,616-98.3% | $11,426-98.3% |