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 | $31,191 | $152,509-79.5% | $117,472-73.4% | $134,475-76.8% |
| Participation rate | 94.7% | 77.1%+17.7pp | 70.6%+24.1pp | 81.2%+13.5pp |
| Annual return | -5.54% | 52.99%-58.5pp | 29.74%-35.3pp | 417.96%-423.5pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $185 | $7,004-97.4% | $5,645-96.7% | $11,426-98.4% |