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 | $99,277 | $202,318-50.9% | $172,739-42.5% | $152,861-35.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 20.37% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-324.9pp |
| Employer contribution / active EE | $483 | $5,856-91.8% | $5,143-90.6% | $4,762-89.9% |
| Participant deferral / active EE | $520 | $5,948-91.3% | $5,198-90.0% | $5,850-91.1% |
| Admin fee / account holder | $65 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |