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 | $28,556 | $167,484-83.0% | $151,611-81.2% | $134,475-78.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.14% | 7.80%-24.9pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,164 | $6,829-83.0% | $6,166-81.1% | $4,740-75.5% |
| Participant deferral / active EE | $1,707 | $8,986-81.0% | $8,363-79.6% | $6,400-73.3% |
| Admin fee / account holder | $297 | $13,783-97.8% | $11,616-97.4% | $11,426-97.4% |