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 | $34,401 | $167,484-79.5% | $151,611-77.3% | $134,475-74.4% |
| Participation rate | 73.7% | 88.4%-14.7pp | 87.5%-13.8pp | 81.2%-7.5pp |
| Annual return | -12.51% | 7.80%-20.3pp | 3.33%-15.8pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,185 | $6,829-82.6% | $6,166-80.8% | $4,740-75.0% |
| Participant deferral / active EE | $2,934 | $8,986-67.3% | $8,363-64.9% | $6,400-54.2% |
| Admin fee / account holder | $299 | $13,783-97.8% | $11,616-97.4% | $11,426-97.4% |