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 | $40,695 | $181,894-77.6% | $156,549-74.0% | $273,961-85.1% |
| Participation rate | 95.5% | 88.4%+7.1pp | 84.0%+11.4pp | 83.0%+12.4pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $673 | $6,248-89.2% | $5,501-87.8% | $4,869-86.2% |
| Participant deferral / active EE | $1,253 | $5,550-77.4% | $4,871-74.3% | $5,287-76.3% |
| Admin fee / account holder | $14 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |