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 | $34,649 | $214,378-83.8% | $200,582-82.7% | $142,382-75.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.72% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,151 | $6,841-83.2% | $6,419-82.1% | $4,299-73.2% |
| Participant deferral / active EE | $1,410 | $9,865-85.7% | $9,331-84.9% | $6,507-78.3% |
| Admin fee / account holder | $241 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |