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 | $75,598 | $171,865-56.0% | $149,718-49.5% | $147,584-48.8% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 14.26% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $69 | $6,275-98.9% | $5,445-98.7% | $4,876-98.6% |
| Participant deferral / active EE | $674 | $7,271-90.7% | $6,569-89.7% | $5,439-87.6% |
| Admin fee / account holder | $108 | $13,799-99.2% | $11,283-99.0% | $10,885-99.0% |