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 | $57,263 | $202,318-71.7% | $172,739-66.8% | $152,861-62.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 16.52% | 1029.65%-1013.1pp | 802.84%-786.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,091 | $5,856-81.4% | $5,143-78.8% | $4,762-77.1% |
| Participant deferral / active EE | $1,280 | $5,948-78.5% | $5,198-75.4% | $5,850-78.1% |
| Admin fee / account holder | $40 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |