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 | $75,500 | $165,984-54.5% | $164,813-54.2% | $145,922-48.3% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.6%-2.1pp | 80.3%-3.8pp |
| Annual return | 18.17% | 100.03%-81.9pp | 69.93%-51.8pp | 561.29%-543.1pp |
| Employer contribution / active EE | $721 | $5,273-86.3% | $4,341-83.4% | $4,660-84.5% |
| Participant deferral / active EE | $1,602 | $6,959-77.0% | $6,031-73.4% | $6,688-76.1% |
| Admin fee / account holder | $1 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |