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 | $58,400 | $99,032-41.0% | $80,019-27.0% | $135,375-56.9% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | 9.40% | 15.39%-6.0pp | 11.22%-1.8pp | 519.73%-510.3pp |
| Employer contribution / active EE | $274 | $3,043-91.0% | $2,468-88.9% | $4,779-94.3% |
| Participant deferral / active EE | $1,127 | $4,282-73.7% | $3,686-69.4% | $5,609-79.9% |
| Admin fee / account holder | $54 | $10,436-99.5% | $6,521-99.2% | $10,827-99.5% |