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 | $42,600 | $82,664-48.5% | $125,339-66.0% | $68,494-37.8% |
| Participation rate | 79.1% | 75.0%+4.0pp | 82.4%-3.3pp | 67.9%+11.2pp |
| Annual return | -14.31% | -5.97%-8.3pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $214 | $3,381-93.7% | $4,814-95.6% | $2,596-91.8% |
| Participant deferral / active EE | $1,612 | $6,110-73.6% | $7,446-78.4% | $4,027-60.0% |
| Admin fee / account holder | $276 | $6,275-95.6% | $10,010-97.2% | $5,403-94.9% |