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 | $43,572 | $183,592-76.3% | $155,567-72.0% | $145,959-70.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.28% | 61.24%-45.0pp | 64.74%-48.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $887 | $5,315-83.3% | $4,674-81.0% | $4,661-81.0% |
| Participant deferral / active EE | $483 | $6,464-92.5% | $5,628-91.4% | $6,689-92.8% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |