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 8-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 | $86,659 | $197,591-56.1% | $177,821-51.3% | $158,922-45.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 15.32% | 58.76%-43.4pp | 48.32%-33.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,077 | $8,405-75.3% | $7,714-73.1% | $5,982-65.3% |
| Admin fee / account holder | $71 | $15,399-99.5% | $12,427-99.4% | $11,246-99.4% |