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 | $26,134 | $57,354-54.4% | $83,848-68.8% | $64,186-59.3% |
| Participation rate | 78.3% | 68.6%+9.7pp | 76.1%+2.2pp | 69.6%+8.8pp |
| Annual return | -7.30% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $333 | $2,545-86.9% | $3,631-90.8% | $2,381-86.0% |
| Participant deferral / active EE | $805 | $2,993-73.1% | $4,082-80.3% | $3,470-76.8% |
| Admin fee / account holder | $277 | $4,046-93.2% | $5,478-94.9% | $4,888-94.3% |