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 | $47,720 | $183,963-74.1% | $162,163-70.6% | $152,861-68.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 22.54% | 150.76%-128.2pp | 115.59%-93.1pp | 345.32%-322.8pp |
| Employer contribution / active EE | $711 | $6,371-88.8% | $5,614-87.3% | $4,762-85.1% |
| Participant deferral / active EE | $2,577 | $8,034-67.9% | $7,298-64.7% | $5,850-55.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |