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 | $32,168 | $149,734-78.5% | $118,925-73.0% | $158,922-79.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 20.22% | 19.95%+0.3pp | 35.88%-15.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $167 | $4,115-96.0% | $3,263-94.9% | $4,761-96.5% |
| Participant deferral / active EE | $167 | $5,223-96.8% | $4,265-96.1% | $5,982-97.2% |
| Admin fee / account holder | $236 | $8,603-97.3% | $6,581-96.4% | $11,246-97.9% |