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 | $26,623 | $167,307-84.1% | $143,757-81.5% | $134,475-80.2% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -13.87% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $664 | $5,619-88.2% | $4,951-86.6% | $4,740-86.0% |
| Participant deferral / active EE | $1,901 | $6,446-70.5% | $5,637-66.3% | $6,400-70.3% |
| Admin fee / account holder | $199 | $18,088-98.9% | $14,673-98.6% | $11,426-98.3% |