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 | $52,104 | $138,065-62.3% | $123,544-57.8% | $135,375-61.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 4.46% | 153.68%-149.2pp | 119.20%-114.7pp | 519.73%-515.3pp |
| Employer contribution / active EE | $441 | $5,151-91.4% | $4,628-90.5% | $4,779-90.8% |
| Participant deferral / active EE | $2,205 | $6,799-67.6% | $6,426-65.7% | $5,609-60.7% |
| Admin fee / account holder | $22 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |