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 | $72,681 | $185,822-60.9% | $169,993-57.2% | $139,434-47.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 14.33% | 60.50%-46.2pp | 53.37%-39.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $983 | $7,590-87.0% | $6,785-85.5% | $4,751-79.3% |
| Participant deferral / active EE | $1,608 | $11,622-86.2% | $10,408-84.6% | $6,710-76.0% |
| Admin fee / account holder | $164 | $15,381-98.9% | $12,815-98.7% | $11,403-98.6% |