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 | $86,858 | $209,336-58.5% | $197,124-55.9% | $137,256-36.7% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 18.71% | 48.09%-29.4pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,083 | $6,591-83.6% | $6,227-82.6% | $4,156-73.9% |
| Participant deferral / active EE | $1,354 | $9,614-85.9% | $9,135-85.2% | $6,407-78.9% |
| Admin fee / account holder | $155 | $17,308-99.1% | $16,298-99.1% | $12,270-98.7% |