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 | $68,489 | $167,484-59.1% | $151,611-54.8% | $134,475-49.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -11.29% | 7.80%-19.1pp | 3.33%-14.6pp | 417.96%-429.3pp |
| Employer contribution / active EE | $466 | $6,829-93.2% | $6,166-92.4% | $4,740-90.2% |
| Participant deferral / active EE | $1,012 | $8,986-88.7% | $8,363-87.9% | $6,400-84.2% |
| Admin fee / account holder | $167 | $13,783-98.8% | $11,616-98.6% | $11,426-98.5% |