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 | $21,451 | $59,839-64.2% | $81,983-73.8% | $79,858-73.1% |
| Participation rate | 81.1% | 61.6%+19.5pp | 69.2%+11.9pp | 69.6%+11.5pp |
| Annual return | 14.10% | 17.56%-3.5pp | 41.31%-27.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $779 | $2,695-71.1% | $3,722-79.1% | $3,740-79.2% |
| Admin fee / account holder | $123 | $4,287-97.1% | $5,664-97.8% | $5,306-97.7% |