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 | $36,022 | $153,772-76.6% | $133,980-73.1% | $273,961-86.9% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 8.60% | 36.51%-27.9pp | 29.30%-20.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $925 | $6,029-84.7% | $5,211-82.2% | $4,869-81.0% |
| Participant deferral / active EE | $2,014 | $6,958-71.1% | $6,282-67.9% | $5,287-61.9% |
| Admin fee / account holder | $6 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |