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 | $66,710 | $111,754-40.3% | $103,333-35.4% | $145,922-54.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.41% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $526 | $4,212-87.5% | $3,868-86.4% | $4,660-88.7% |
| Participant deferral / active EE | $526 | $5,619-90.6% | $5,057-89.6% | $6,688-92.1% |
| Admin fee / account holder | $103 | $9,750-98.9% | $8,355-98.8% | $13,397-99.2% |