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 | $51,723 | $104,251-50.4% | $91,001-43.2% | $147,584-65.0% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 10.99% | 27.06%-16.1pp | 4.60%+6.4pp | 578.55%-567.6pp |
| Employer contribution / active EE | $234 | $3,116-92.5% | $2,456-90.5% | $4,876-95.2% |
| Participant deferral / active EE | $683 | $4,195-83.7% | $3,547-80.7% | $5,439-87.4% |
| Admin fee / account holder | $54 | $8,948-99.4% | $5,417-99.0% | $10,885-99.5% |