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 5-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 | $27,246 | $48,265-43.6% | $68,791-60.4% | $68,494-60.2% |
| Participation rate | 78.2% | 60.7%+17.5pp | 69.0%+9.2pp | 67.9%+10.3pp |
| Annual return | 7.49% | -12.71%+20.2pp | -6.38%+13.9pp | -7.84%+15.3pp |
| Employer contribution / active EE | $180 | $1,829-90.2% | $2,655-93.2% | $2,596-93.1% |
| Participant deferral / active EE | $413 | $2,867-85.6% | $3,941-89.5% | $4,027-89.7% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |