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 | $35,131 | $167,484-79.0% | $151,611-76.8% | $134,475-73.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -6.82% | 7.80%-14.6pp | 3.33%-10.1pp | 417.96%-424.8pp |
| Employer contribution / active EE | $1,056 | $6,829-84.5% | $6,166-82.9% | $4,740-77.7% |
| Participant deferral / active EE | $1,465 | $8,986-83.7% | $8,363-82.5% | $6,400-77.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |