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 | $97,613 | $110,257-11.5% | $96,544+1.1% | $139,434-30.0% |
| Participation rate | 81.0% | 78.1%+2.9pp | 76.0%+5.0pp | 80.3%+0.6pp |
| Annual return | 19.78% | 26.32%-6.5pp | 25.84%-6.1pp | 372.94%-353.2pp |
| Employer contribution / active EE | $465 | $3,620-87.2% | $2,965-84.3% | $4,751-90.2% |
| Participant deferral / active EE | $948 | $5,548-82.9% | $4,851-80.5% | $6,710-85.9% |
| Admin fee / account holder | $28 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |