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 | $60,166 | $113,935-47.2% | $94,224-36.1% | $125,391-52.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.92% | 5.29%-6.2pp | 10.68%-11.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $442 | $4,727-90.6% | $3,587-87.7% | $4,866-90.9% |
| Participant deferral / active EE | $552 | $5,179-89.3% | $4,320-87.2% | $5,352-89.7% |
| Admin fee / account holder | $55 | $8,391-99.3% | $6,269-99.1% | $9,540-99.4% |