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 9-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 | $22,176 | $175,202-87.3% | $149,673-85.2% | $139,434-84.1% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 17.82% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,065 | $5,474-80.5% | $4,818-77.9% | $4,751-77.6% |
| Participant deferral / active EE | $1,247 | $6,519-80.9% | $5,680-78.1% | $6,710-81.4% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |