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 | $67,883 | $157,256-56.8% | $141,162-51.9% | $152,861-55.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 25.52% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $520 | $5,261-90.1% | $4,735-89.0% | $4,762-89.1% |
| Participant deferral / active EE | $2,311 | $7,109-67.5% | $6,709-65.6% | $5,850-60.5% |
| Admin fee / account holder | $218 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |