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 | $145,493 | $167,484-13.1% | $151,611-4.0% | $134,475+8.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.31% | 7.80%-18.1pp | 3.33%-13.6pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,271 | $6,829-81.4% | $6,166-79.4% | $4,740-73.2% |
| Participant deferral / active EE | $3,202 | $8,986-64.4% | $8,363-61.7% | $6,400-50.0% |
| Admin fee / account holder | $6 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |