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 | $116,574 | $153,772-24.2% | $133,980-13.0% | $273,961-57.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.24% | 36.51%-32.3pp | 29.30%-25.1pp | 41.45%-37.2pp |
| Employer contribution / active EE | $715 | $6,029-88.1% | $5,211-86.3% | $4,869-85.3% |
| Participant deferral / active EE | $1,192 | $6,958-82.9% | $6,282-81.0% | $5,287-77.5% |
| Admin fee / account holder | $241 | $11,765-98.0% | $9,324-97.4% | $10,132-97.6% |