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 | $33,843 | $181,894-81.4% | $156,549-78.4% | $273,961-87.6% |
| Participation rate | 82.6% | 88.4%-5.8pp | 84.0%-1.4pp | 83.0%-0.4pp |
| Annual return | 8.68% | 30.74%-22.1pp | 32.23%-23.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $977 | $6,248-84.4% | $5,501-82.2% | $4,869-79.9% |
| Participant deferral / active EE | $1,211 | $5,550-78.2% | $4,871-75.1% | $5,287-77.1% |
| Admin fee / account holder | $257 | $15,559-98.4% | $13,027-98.0% | $10,132-97.5% |