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 | $136,358 | $198,466-31.3% | $170,442-20.0% | $147,584-7.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 17.25% | 257.29%-240.0pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $396 | $6,184-93.6% | $5,433-92.7% | $4,876-91.9% |
| Participant deferral / active EE | $1,683 | $5,629-70.1% | $4,939-65.9% | $5,439-69.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |