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 | $42,555 | $198,466-78.6% | $170,442-75.0% | $147,584-71.2% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.66% | 257.29%-239.6pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $981 | $6,184-84.1% | $5,433-81.9% | $4,876-79.9% |
| Participant deferral / active EE | $1,362 | $5,629-75.8% | $4,939-72.4% | $5,439-75.0% |
| Admin fee / account holder | $112 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |