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 | $133,154 | $167,307-20.4% | $143,757-7.4% | $134,475-1.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.14% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $940 | $5,619-83.3% | $4,951-81.0% | $4,740-80.2% |
| Participant deferral / active EE | $1,001 | $6,446-84.5% | $5,637-82.2% | $6,400-84.4% |
| Admin fee / account holder | $34 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |