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 | $43,308 | $181,894-76.2% | $156,549-72.3% | $273,961-84.2% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.60% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $973 | $6,248-84.4% | $5,501-82.3% | $4,869-80.0% |
| Participant deferral / active EE | $1,285 | $5,550-76.8% | $4,871-73.6% | $5,287-75.7% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |