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 9-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 | $34,452 | $160,055-78.5% | $140,016-75.4% | $135,375-74.6% |
| Participation rate | 79.2% | 88.5%-9.4pp | 87.5%-8.3pp | 82.6%-3.5pp |
| Annual return | -1.43% | 911.38%-912.8pp | 651.12%-652.5pp | 519.73%-521.2pp |
| Employer contribution / active EE | $517 | $6,420-91.9% | $5,606-90.8% | $4,779-89.2% |
| Participant deferral / active EE | $2,365 | $7,642-69.1% | $6,927-65.9% | $5,609-57.8% |
| Admin fee / account holder | $158 | $13,328-98.8% | $10,705-98.5% | $10,827-98.5% |