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 | $43,591 | $209,832-79.2% | $189,513-77.0% | $167,490-74.0% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 17.25% | 748.27%-731.0pp | 555.15%-537.9pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,466 | $6,914-78.8% | $6,162-76.2% | $4,837-69.7% |
| Participant deferral / active EE | $2,421 | $8,935-72.9% | $8,221-70.6% | $6,341-61.8% |
| Admin fee / account holder | $294 | $14,293-97.9% | $12,045-97.6% | $12,309-97.6% |