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 | $32,343 | $165,335-80.4% | $149,696-78.4% | $158,922-79.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 11.98% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $840 | $5,103-83.5% | $4,644-81.9% | $4,761-82.4% |
| Participant deferral / active EE | $1,413 | $7,181-80.3% | $6,842-79.3% | $5,982-76.4% |
| Admin fee / account holder | $276 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |