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 | $78,759 | $47,848+64.6% | $81,478-3.3% | $70,131+12.3% |
| Participation rate | 76.4% | 58.3%+18.1pp | 68.0%+8.4pp | 69.5%+6.8pp |
| Annual return | 19.37% | 27.25%-7.9pp | 38.78%-19.4pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1 | $1,527-99.9% | $2,568-99.9% | $2,342-99.9% |
| Participant deferral / active EE | $426 | $2,453-82.7% | $3,537-88.0% | $3,332-87.2% |
| Admin fee / account holder | $2 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |