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 | $27,350 | $68,097-59.8% | $62,929-56.5% | $137,256-80.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 12.93% | 1859.11%-1846.2pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $171 | $2,811-93.9% | $2,505-93.2% | $4,156-95.9% |
| Participant deferral / active EE | $767 | $4,553-83.1% | $3,888-80.3% | $6,407-88.0% |
| Admin fee / account holder | $207 | $6,521-96.8% | $5,065-95.9% | $12,270-98.3% |