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 | $71,891 | $149,734-52.0% | $118,925-39.5% | $158,922-54.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.76% | 19.95%-4.2pp | 35.88%-20.1pp | 302.83%-287.1pp |
| Employer contribution / active EE | $585 | $4,115-85.8% | $3,263-82.1% | $4,761-87.7% |
| Participant deferral / active EE | $1,360 | $5,223-74.0% | $4,265-68.1% | $5,982-77.3% |
| Admin fee / account holder | $156 | $8,603-98.2% | $6,581-97.6% | $11,246-98.6% |