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 | $31,411 | $127,386-75.3% | $115,037-72.7% | $125,391-74.9% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -0.97% | 31.28%-32.2pp | 26.14%-27.1pp | 282.22%-283.2pp |
| Employer contribution / active EE | $18 | $5,166-99.6% | $4,608-99.6% | $4,866-99.6% |
| Participant deferral / active EE | $728 | $6,423-88.7% | $6,026-87.9% | $5,352-86.4% |
| Admin fee / account holder | $84 | $9,516-99.1% | $8,175-99.0% | $9,540-99.1% |