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 | $25,332 | $103,376-75.5% | $87,100-70.9% | $152,861-83.4% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 11.17% | 28.10%-16.9pp | 28.19%-17.0pp | 345.32%-334.1pp |
| Employer contribution / active EE | $503 | $3,220-84.4% | $2,521-80.1% | $4,762-89.4% |
| Participant deferral / active EE | $792 | $4,778-83.4% | $4,049-80.4% | $5,850-86.5% |
| Admin fee / account holder | $13 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |