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 | $34,648 | $131,829-73.7% | $108,579-68.1% | $273,961-87.4% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 6.59% | -91.57%+98.2pp | -51.70%+58.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $715 | $4,912-85.4% | $3,758-81.0% | $4,869-85.3% |
| Participant deferral / active EE | $1,381 | $5,127-73.1% | $4,311-68.0% | $5,287-73.9% |
| Admin fee / account holder | $182 | $10,252-98.2% | $7,645-97.6% | $10,132-98.2% |