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 | $65,071 | $95,862-32.1% | $79,550-18.2% | $134,475-51.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -13.42% | -2.69%-10.7pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $326 | $3,128-89.6% | $2,413-86.5% | $4,740-93.1% |
| Participant deferral / active EE | $653 | $4,693-86.1% | $3,985-83.6% | $6,400-89.8% |
| Admin fee / account holder | $204 | $9,126-97.8% | $6,832-97.0% | $11,426-98.2% |