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 | $52,175 | $215,361-75.8% | $171,082-69.5% | $273,961-81.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 5.97% | 25.14%-19.2pp | 32.56%-26.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $213 | $4,967-95.7% | $4,002-94.7% | $4,869-95.6% |
| Participant deferral / active EE | $755 | $5,543-86.4% | $4,797-84.3% | $5,287-85.7% |
| Admin fee / account holder | $45 | $10,846-99.6% | $8,520-99.5% | $10,132-99.6% |