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 | $91,578 | $138,347-33.8% | $184,203-50.3% | $80,856+13.3% |
| Participation rate | 82.4% | 83.9%-1.4pp | 86.8%-4.4pp | 67.6%+14.8pp |
| Annual return | 37.37% | 20.02%+17.4pp | 28.81%+8.6pp | 35.59%+1.8pp |
| Employer contribution / active EE | $472 | $4,850-90.3% | $6,427-92.7% | $2,755-82.9% |
| Participant deferral / active EE | $1,528 | $7,071-78.4% | $9,131-83.3% | $4,296-64.4% |
| Admin fee / account holder | $78 | $10,483-99.3% | $13,901-99.4% | $6,918-98.9% |