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 | $45,887 | $153,772-70.2% | $133,980-65.8% | $273,961-83.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 7.02% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.4pp |
| Employer contribution / active EE | $842 | $6,029-86.0% | $5,211-83.8% | $4,869-82.7% |
| Participant deferral / active EE | $1,115 | $6,958-84.0% | $6,282-82.3% | $5,287-78.9% |
| Admin fee / account holder | $283 | $11,765-97.6% | $9,324-97.0% | $10,132-97.2% |