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 | $20,316 | $96,956-79.0% | $70,014-71.0% | $273,961-92.6% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | 7.34% | 12.93%-5.6pp | 12.99%-5.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $300 | $3,744-92.0% | $2,931-89.8% | $5,287-94.3% |
| Admin fee / account holder | $280 | $7,934-96.5% | $4,380-93.6% | $10,132-97.2% |