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 | $34,557 | $167,484-79.4% | $151,611-77.2% | $134,475-74.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -8.80% | 7.80%-16.6pp | 3.33%-12.1pp | 417.96%-426.8pp |
| Employer contribution / active EE | $910 | $6,829-86.7% | $6,166-85.2% | $4,740-80.8% |
| Participant deferral / active EE | $2,353 | $8,986-73.8% | $8,363-71.9% | $6,400-63.2% |
| Admin fee / account holder | $219 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |