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 | $28,754 | $112,096-74.3% | $95,952-70.0% | $158,922-81.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 9.12% | 171.09%-162.0pp | 91.61%-82.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $514 | $3,198-83.9% | $2,541-79.8% | $4,761-89.2% |
| Participant deferral / active EE | $791 | $4,784-83.5% | $4,167-81.0% | $5,982-86.8% |
| Admin fee / account holder | $112 | $10,130-98.9% | $6,795-98.3% | $11,246-99.0% |