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 | $100,464 | $149,679-32.9% | $117,039-14.2% | $147,584-31.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 23.49% | 19.31%+4.2pp | 18.95%+4.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $387 | $4,937-92.2% | $3,785-89.8% | $4,876-92.1% |
| Participant deferral / active EE | $1,065 | $4,912-78.3% | $3,929-72.9% | $5,439-80.4% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |