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 | $43,230 | $159,602-72.9% | $150,045-71.2% | $142,382-69.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 20.27% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $698 | $4,961-85.9% | $4,693-85.1% | $4,299-83.8% |
| Participant deferral / active EE | $2,261 | $8,310-72.8% | $7,997-71.7% | $6,507-65.2% |
| Admin fee / account holder | $281 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |