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 | $193,298 | $176,812+9.3% | $146,665+31.8% | $167,490+15.4% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 35.01% | 24.03%+11.0pp | 22.74%+12.3pp | 478.56%-443.5pp |
| Employer contribution / active EE | $444 | $5,160-91.4% | $4,136-89.3% | $4,837-90.8% |
| Participant deferral / active EE | $1,303 | $6,440-79.8% | $5,506-76.3% | $6,341-79.5% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |