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 | $37,584 | $152,587-75.4% | $125,175-70.0% | $152,861-75.4% |
| Participation rate | 77.3% | 83.3%-6.1pp | 79.8%-2.5pp | 82.4%-5.2pp |
| Annual return | 17.50% | 54.84%-37.3pp | 43.79%-26.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $341 | $4,946-93.1% | $3,865-91.2% | $4,762-92.8% |
| Participant deferral / active EE | $1,767 | $5,868-69.9% | $4,937-64.2% | $5,850-69.8% |
| Admin fee / account holder | $214 | $13,434-98.4% | $9,702-97.8% | $11,596-98.2% |