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 | $129,503 | $167,484-22.7% | $151,611-14.6% | $134,475-3.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.37% | 7.80%-15.2pp | 3.33%-10.7pp | 417.96%-425.3pp |
| Employer contribution / active EE | $294 | $6,829-95.7% | $6,166-95.2% | $4,740-93.8% |
| Participant deferral / active EE | $566 | $8,986-93.7% | $8,363-93.2% | $6,400-91.2% |
| Admin fee / account holder | $119 | $13,783-99.1% | $11,616-99.0% | $11,426-99.0% |