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 | $37,298 | $140,588-73.5% | $123,104-69.7% | $125,391-70.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.83% | 16.80%-19.6pp | 13.22%-16.1pp | 282.22%-285.1pp |
| Employer contribution / active EE | $806 | $6,041-86.7% | $5,151-84.4% | $4,866-83.4% |
| Participant deferral / active EE | $806 | $6,980-88.5% | $6,230-87.1% | $5,352-84.9% |
| Admin fee / account holder | $64 | $11,198-99.4% | $9,015-99.3% | $9,540-99.3% |