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 | $31,864 | $124,425-74.4% | $112,040-71.6% | $137,256-76.8% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 15.77% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $747 | $3,411-78.1% | $2,954-74.7% | $4,156-82.0% |
| Participant deferral / active EE | $1,063 | $5,718-81.4% | $5,098-79.2% | $6,407-83.4% |
| Admin fee / account holder | $206 | $15,207-98.6% | $12,098-98.3% | $12,270-98.3% |