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 | $209,336-83.4% | $197,124-82.4% | $137,256-74.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.72% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,151 | $6,591-82.5% | $6,227-81.5% | $4,156-72.3% |
| Participant deferral / active EE | $1,410 | $9,614-85.3% | $9,135-84.6% | $6,407-78.0% |
| Admin fee / account holder | $241 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |