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 | $59,438 | $95,862-38.0% | $79,550-25.3% | $134,475-55.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -14.44% | -2.69%-11.7pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $140 | $3,128-95.5% | $2,413-94.2% | $4,740-97.0% |
| Participant deferral / active EE | $201 | $4,693-95.7% | $3,985-95.0% | $6,400-96.9% |
| Admin fee / account holder | $18 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |