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 9-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 | $43,222 | $127,386-66.1% | $115,037-62.4% | $125,391-65.5% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -3.20% | 31.28%-34.5pp | 26.14%-29.3pp | 282.22%-285.4pp |
| Employer contribution / active EE | $741 | $5,166-85.7% | $4,608-83.9% | $4,866-84.8% |
| Participant deferral / active EE | $1,516 | $6,423-76.4% | $6,026-74.9% | $5,352-71.7% |
| Admin fee / account holder | $117 | $9,516-98.8% | $8,175-98.6% | $9,540-98.8% |