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 | $56,538 | $160,055-64.7% | $140,016-59.6% | $135,375-58.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -0.33% | 911.38%-911.7pp | 651.12%-651.4pp | 519.73%-520.1pp |
| Employer contribution / active EE | $790 | $6,420-87.7% | $5,606-85.9% | $4,779-83.5% |
| Participant deferral / active EE | $2,692 | $7,642-64.8% | $6,927-61.1% | $5,609-52.0% |
| Admin fee / account holder | $117 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |