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 | $25,472 | $167,307-84.8% | $143,757-82.3% | $134,475-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.58% | 0.46%-2.0pp | -0.04%-1.5pp | 417.96%-419.5pp |
| Employer contribution / active EE | $850 | $5,619-84.9% | $4,951-82.8% | $4,740-82.1% |
| Participant deferral / active EE | $1,116 | $6,446-82.7% | $5,637-80.2% | $6,400-82.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |