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 | $84,089 | $209,411-59.8% | $178,490-52.9% | $158,922-47.1% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.70% | 188.75%-171.0pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $991 | $5,706-82.6% | $5,011-80.2% | $4,761-79.2% |
| Participant deferral / active EE | $1,372 | $5,954-77.0% | $5,202-73.6% | $5,982-77.1% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |