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 | $96,944 | $123,793-21.7% | $177,821-45.5% | $79,858+21.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.7%-12.7pp | 69.6%+5.4pp |
| Annual return | 30.92% | 22.82%+8.1pp | 48.32%-17.4pp | 31.71%-0.8pp |
| Employer contribution / active EE | $404 | $4,095-90.1% | $5,918-93.2% | $2,471-83.7% |
| Participant deferral / active EE | $1,884 | $5,956-68.4% | $7,714-75.6% | $3,740-49.6% |
| Admin fee / account holder | $103 | $7,243-98.6% | $12,427-99.2% | $5,306-98.1% |