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 | $127,065-74.9% | $113,168-71.8% | $142,382-77.6% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 15.77% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $747 | $3,442-78.3% | $2,975-74.9% | $4,299-82.6% |
| Participant deferral / active EE | $1,063 | $5,716-81.4% | $5,107-79.2% | $6,507-83.7% |
| Admin fee / account holder | $206 | $15,736-98.7% | $12,068-98.3% | $12,624-98.4% |