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 | $76,444 | $167,484-54.4% | $151,611-49.6% | $134,475-43.2% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -18.27% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $682 | $6,829-90.0% | $6,166-88.9% | $4,740-85.6% |
| Participant deferral / active EE | $2,661 | $8,986-70.4% | $8,363-68.2% | $6,400-58.4% |
| Admin fee / account holder | $218 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |