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 | $50,623 | $64,707-21.8% | $112,228-54.9% | $68,494-26.1% |
| Participation rate | 73.9% | 67.2%+6.8pp | 75.1%-1.1pp | 67.9%+6.0pp |
| Annual return | -5.69% | -11.40%+5.7pp | 27.45%-33.1pp | -7.84%+2.2pp |
| Employer contribution / active EE | $627 | $2,746-77.1% | $3,635-82.7% | $2,596-75.8% |
| Participant deferral / active EE | $1,207 | $3,565-66.2% | $4,728-74.5% | $4,027-70.0% |
| Admin fee / account holder | $62 | $5,232-98.8% | $6,410-99.0% | $5,403-98.9% |