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 | $28,521 | $157,256-81.9% | $141,162-79.8% | $152,861-81.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 19.00% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $643 | $5,261-87.8% | $4,735-86.4% | $4,762-86.5% |
| Participant deferral / active EE | $425 | $7,109-94.0% | $6,709-93.7% | $5,850-92.7% |
| Admin fee / account holder | $171 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |