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 | $45,239 | $98,240-53.9% | $82,313-45.0% | $147,584-69.3% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 12.46% | 30.85%-18.4pp | 25.88%-13.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $205 | $3,192-93.6% | $2,428-91.6% | $4,876-95.8% |
| Participant deferral / active EE | $1,184 | $4,383-73.0% | $3,706-68.1% | $5,439-78.2% |
| Admin fee / account holder | $8 | $8,563-99.9% | $5,608-99.9% | $10,885-99.9% |