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 | $74,460 | $54,350+37.0% | $82,719-10.0% | $68,494+8.7% |
| Participation rate | 72.7% | 63.9%+8.8pp | 72.6%+0.2pp | 67.9%+4.8pp |
| Annual return | 8.07% | -13.67%+21.7pp | 701.18%-693.1pp | -7.84%+15.9pp |
| Employer contribution / active EE | $185 | $2,218-91.6% | $3,009-93.8% | $2,596-92.9% |
| Participant deferral / active EE | $274 | $3,246-91.5% | $4,395-93.8% | $4,027-93.2% |
| Admin fee / account holder | $174 | $4,395-96.0% | $5,329-96.7% | $5,403-96.8% |