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 | $44,673 | $91,538-51.2% | $129,995-65.6% | $75,163-40.6% |
| Participation rate | 78.9% | 71.4%+7.5pp | 78.5%+0.5pp | 67.2%+11.8pp |
| Annual return | 16.57% | -631.11%+647.7pp | -137.18%+153.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $505 | $2,845-82.2% | $4,320-88.3% | $2,670-81.1% |
| Participant deferral / active EE | $1,549 | $4,341-64.3% | $5,820-73.4% | $4,125-62.5% |
| Admin fee / account holder | $140 | $6,790-97.9% | $10,614-98.7% | $5,651-97.5% |