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 | $18,297 | $72,012-74.6% | $185,823-90.2% | $79,858-77.1% |
| Participation rate | 75.8% | 65.8%+10.1pp | 78.0%-2.2pp | 69.6%+6.2pp |
| Annual return | 16.46% | 23.12%-6.7pp | 35.95%-19.5pp | 31.71%-15.3pp |
| Employer contribution / active EE | $151 | $1,965-92.3% | $4,087-96.3% | $2,471-93.9% |
| Participant deferral / active EE | $977 | $3,779-74.2% | $5,632-82.7% | $3,740-73.9% |
| Admin fee / account holder | $296 | $4,513-93.4% | $9,500-96.9% | $5,306-94.4% |