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 | $58,416 | $180,449-67.6% | $154,107-62.1% | $135,375-56.8% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -8.76% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $299 | $6,035-95.0% | $5,298-94.4% | $4,779-93.7% |
| Participant deferral / active EE | $1,088 | $5,806-81.3% | $5,081-78.6% | $5,609-80.6% |
| Admin fee / account holder | $68 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |