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 | $39,295 | $127,065-69.1% | $113,168-65.3% | $142,382-72.4% |
| Participation rate | 76.2% | 79.2%-3.0pp | 76.6%-0.4pp | 80.1%-3.9pp |
| Annual return | 12.94% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $20 | $3,442-99.4% | $2,975-99.3% | $4,299-99.5% |
| Participant deferral / active EE | $1,009 | $5,716-82.4% | $5,107-80.2% | $6,507-84.5% |
| Admin fee / account holder | $34 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |