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 8-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 | $29,995 | $167,307-82.1% | $143,757-79.1% | $134,475-77.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -9.91% | 0.46%-10.4pp | -0.04%-9.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $792 | $5,619-85.9% | $4,951-84.0% | $4,740-83.3% |
| Participant deferral / active EE | $958 | $6,446-85.1% | $5,637-83.0% | $6,400-85.0% |
| Admin fee / account holder | $243 | $18,088-98.7% | $14,673-98.3% | $11,426-97.9% |