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 | $45,086 | $160,055-71.8% | $140,016-67.8% | $135,375-66.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -6.29% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,200 | $6,420-81.3% | $5,606-78.6% | $4,779-74.9% |
| Participant deferral / active EE | $2,387 | $7,642-68.8% | $6,927-65.5% | $5,609-57.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |