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 | $23,059 | $77,813-70.4% | $123,544-81.3% | $64,186-64.1% |
| Participation rate | 80.8% | 74.7%+6.1pp | 82.3%-1.5pp | 69.6%+11.2pp |
| Annual return | -7.91% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $30 | $3,014-99.0% | $4,628-99.4% | $2,381-98.8% |
| Participant deferral / active EE | $1,361 | $5,240-74.0% | $6,426-78.8% | $3,470-60.8% |
| Admin fee / account holder | $67 | $5,519-98.8% | $9,284-99.3% | $4,888-98.6% |