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 | $13,503 | $87,705-84.6% | $63,517-78.7% | $125,391-89.2% |
| Participation rate | 76.9% | 77.0%-0.1pp | 71.0%+5.9pp | 83.2%-6.3pp |
| Annual return | 0.33% | 21.70%-21.4pp | -70.30%+70.6pp | 282.22%-281.9pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |