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 | $118,405 | $67,619+75.1% | $54,791+116.1% | $158,922-25.5% |
| Participation rate | 75.0% | 80.6%-5.6pp | 65.0%+10.0pp | 82.0%-7.0pp |
| Annual return | 15.41% | 14.21%+1.2pp | 15.11%+0.3pp | 302.83%-287.4pp |
| Employer contribution / active EE | $0 | $4,142-100.0% | $3,035-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $7,369-100.0% | $5,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $9,472-100.0% | $6,823-100.0% | $11,246-100.0% |