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 | $50,856 | $209,411-75.7% | $178,490-71.5% | $158,922-68.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.78% | 188.75%-173.0pp | 151.07%-135.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $989 | $5,706-82.7% | $5,011-80.3% | $4,761-79.2% |
| Participant deferral / active EE | $1,334 | $5,954-77.6% | $5,202-74.3% | $5,982-77.7% |
| Admin fee / account holder | $297 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |