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 | $25,410 | $127,386-80.1% | $115,037-77.9% | $125,391-79.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.64% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $586 | $5,166-88.7% | $4,608-87.3% | $4,866-88.0% |
| Participant deferral / active EE | $1,120 | $6,423-82.6% | $6,026-81.4% | $5,352-79.1% |
| Admin fee / account holder | $42 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |