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 9-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 | $23,577 | $154,228-84.7% | $145,433-83.8% | $137,256-82.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 17.43% | 74.59%-57.2pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $779 | $4,804-83.8% | $4,554-82.9% | $4,156-81.3% |
| Participant deferral / active EE | $1,333 | $8,216-83.8% | $7,897-83.1% | $6,407-79.2% |
| Admin fee / account holder | $96 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |