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 | $40,513 | $87,705-53.8% | $63,517-36.2% | $125,391-67.7% |
| Participation rate | 90.9% | 77.0%+13.9pp | 71.0%+19.9pp | 83.2%+7.7pp |
| Annual return | 3.23% | 21.70%-18.5pp | -70.30%+73.5pp | 282.22%-279.0pp |
| Employer contribution / active EE | $265 | $3,601-92.7% | $2,322-88.6% | $4,866-94.6% |
| Participant deferral / active EE | $529 | $3,939-86.6% | $2,953-82.1% | $5,352-90.1% |
| Admin fee / account holder | $286 | $11,948-97.6% | $5,892-95.1% | $9,540-97.0% |