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 | $28,834 | $90,745-68.2% | $130,231-77.9% | $75,163-61.6% |
| Participation rate | 81.3% | 71.1%+10.2pp | 76.3%+5.0pp | 67.2%+14.1pp |
| Annual return | 36.40% | 34.45%+1.9pp | 38.77%-2.4pp | 160.62%-124.2pp |
| Employer contribution / active EE | $275 | $3,314-91.7% | $4,126-93.3% | $2,670-89.7% |
| Participant deferral / active EE | $784 | $5,362-85.4% | $6,799-88.5% | $4,125-81.0% |
| Admin fee / account holder | $92 | $6,331-98.5% | $6,020-98.5% | $5,651-98.4% |