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 | $21,252 | $107,334-80.2% | $92,893-77.1% | $152,861-86.1% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 14.89% | 145.58%-130.7pp | 109.41%-94.5pp | 345.32%-330.4pp |
| Employer contribution / active EE | $666 | $4,221-84.2% | $3,653-81.8% | $4,762-86.0% |
| Participant deferral / active EE | $1,190 | $4,845-75.4% | $4,236-71.9% | $5,850-79.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |