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 | $67,416 | $71,883-6.2% | $86,677-22.2% | $68,494-1.6% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -17.43% | 3.52%-21.0pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $363 | $2,173-83.3% | $2,836-87.2% | $2,596-86.0% |
| Participant deferral / active EE | $1,503 | $3,779-60.2% | $4,656-67.7% | $4,027-62.7% |
| Admin fee / account holder | $108 | $6,112-98.2% | $7,493-98.6% | $5,403-98.0% |