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 9-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 | $65,218 | $153,772-57.6% | $133,980-51.3% | $273,961-76.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.14% | 36.51%-31.4pp | 29.30%-24.2pp | 41.45%-36.3pp |
| Employer contribution / active EE | $504 | $6,029-91.6% | $5,211-90.3% | $4,869-89.6% |
| Participant deferral / active EE | $756 | $6,958-89.1% | $6,282-88.0% | $5,287-85.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |