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 | $213,131 | $99,341+114.5% | $84,750+151.5% | $273,961-22.2% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.83% | 22.93%-15.1pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $195 | $4,214-95.4% | $3,574-94.5% | $4,869-96.0% |
| Participant deferral / active EE | $195 | $4,269-95.4% | $3,712-94.7% | $5,287-96.3% |
| Admin fee / account holder | $74 | $6,644-98.9% | $5,332-98.6% | $10,132-99.3% |