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 | $51,919 | $95,266-45.5% | $82,389-37.0% | $142,382-63.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 13.83% | 25.74%-11.9pp | 28.67%-14.8pp | 217.08%-203.2pp |
| Employer contribution / active EE | $60 | $2,991-98.0% | $2,517-97.6% | $4,299-98.6% |
| Participant deferral / active EE | $131 | $4,809-97.3% | $4,155-96.9% | $6,507-98.0% |
| Admin fee / account holder | $150 | $8,563-98.2% | $7,231-97.9% | $12,624-98.8% |