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 | $120,460 | $167,484-28.1% | $151,611-20.5% | $134,475-10.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -13.05% | 7.80%-20.8pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $845 | $6,829-87.6% | $6,166-86.3% | $4,740-82.2% |
| Participant deferral / active EE | $2,453 | $8,986-72.7% | $8,363-70.7% | $6,400-61.7% |
| Admin fee / account holder | $45 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |