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 | $49,367 | $167,484-70.5% | $151,611-67.4% | $134,475-63.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -14.61% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $774 | $6,829-88.7% | $6,166-87.5% | $4,740-83.7% |
| Participant deferral / active EE | $2,699 | $8,986-70.0% | $8,363-67.7% | $6,400-57.8% |
| Admin fee / account holder | $238 | $13,783-98.3% | $11,616-98.0% | $11,426-97.9% |