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 | $57,337 | $180,449-68.2% | $154,107-62.8% | $135,375-57.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -3.04% | 888.09%-891.1pp | 735.12%-738.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $823 | $6,035-86.4% | $5,298-84.5% | $4,779-82.8% |
| Participant deferral / active EE | $1,440 | $5,806-75.2% | $5,081-71.7% | $5,609-74.3% |
| Admin fee / account holder | $179 | $16,143-98.9% | $13,411-98.7% | $10,827-98.3% |