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 | $89,345 | $88,707+0.7% | $74,183+20.4% | $273,961-67.4% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 7.14% | 11.94%-4.8pp | 17.74%-10.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $503 | $3,159-84.1% | $2,370-78.8% | $4,869-89.7% |
| Participant deferral / active EE | $976 | $4,212-76.8% | $3,550-72.5% | $5,287-81.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |