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 | $91,749 | $154,228-40.5% | $145,433-36.9% | $137,256-33.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.38% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $615 | $4,804-87.2% | $4,554-86.5% | $4,156-85.2% |
| Participant deferral / active EE | $898 | $8,216-89.1% | $7,897-88.6% | $6,407-86.0% |
| Admin fee / account holder | $117 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |