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 | $32,372 | $154,228-79.0% | $145,433-77.7% | $137,256-76.4% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 17.41% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $58 | $4,804-98.8% | $4,554-98.7% | $4,156-98.6% |
| Participant deferral / active EE | $2,238 | $8,216-72.8% | $7,897-71.7% | $6,407-65.1% |
| Admin fee / account holder | $213 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |