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 | $22,436 | $65,685-65.8% | $57,179-60.8% | $273,961-91.8% |
| Participation rate | 78.9% | 78.3%+0.6pp | 75.3%+3.6pp | 83.0%-4.1pp |
| Annual return | 18.50% | 21.99%-3.5pp | 14.59%+3.9pp | 41.45%-23.0pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $59 | $3,782-98.4% | $3,096-98.1% | $5,287-98.9% |
| Admin fee / account holder | $129 | $4,835-97.3% | $3,139-95.9% | $10,132-98.7% |