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 9-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 | $19,165 | $82,286-76.7% | $68,791-72.1% | $134,475-85.7% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | 3.03% | -2.19%+5.2pp | -6.38%+9.4pp | 417.96%-414.9pp |
| Employer contribution / active EE | $294 | $3,301-91.1% | $2,655-88.9% | $4,740-93.8% |
| Participant deferral / active EE | $638 | $4,739-86.5% | $3,941-83.8% | $6,400-90.0% |
| Admin fee / account holder | $236 | $6,481-96.4% | $4,932-95.2% | $11,426-97.9% |