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 | $108,282 | $83,337+29.9% | $67,834+59.6% | $273,961-60.5% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 7.31% | 259.45%-252.1pp | 138.47%-131.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $232 | $3,287-92.9% | $2,403-90.4% | $4,869-95.2% |
| Participant deferral / active EE | $348 | $4,088-91.5% | $3,160-89.0% | $5,287-93.4% |
| Admin fee / account holder | $150 | $6,752-97.8% | $4,622-96.8% | $10,132-98.5% |