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 | $55,450 | $167,484-66.9% | $151,611-63.4% | $134,475-58.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -20.66% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,371 | $6,829-79.9% | $6,166-77.8% | $4,740-71.1% |
| Participant deferral / active EE | $2,742 | $8,986-69.5% | $8,363-67.2% | $6,400-57.1% |
| Admin fee / account holder | $33 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |