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 | $71,516 | $135,635-47.3% | $110,238-35.1% | $135,375-47.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -3.21% | 513.19%-516.4pp | 314.74%-318.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $394 | $4,906-92.0% | $3,826-89.7% | $4,779-91.7% |
| Participant deferral / active EE | $1,654 | $5,506-70.0% | $4,672-64.6% | $5,609-70.5% |
| Admin fee / account holder | $200 | $11,457-98.3% | $8,547-97.7% | $10,827-98.2% |