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 | $77,958 | $181,894-57.1% | $156,549-50.2% | $273,961-71.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.11% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $760 | $6,248-87.8% | $5,501-86.2% | $4,869-84.4% |
| Participant deferral / active EE | $1,242 | $5,550-77.6% | $4,871-74.5% | $5,287-76.5% |
| Admin fee / account holder | $53 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |