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 | $214,378-59.5% | $200,582-56.7% | $142,382-39.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 18.71% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,083 | $6,841-84.2% | $6,419-83.1% | $4,299-74.8% |
| Participant deferral / active EE | $1,354 | $9,865-86.3% | $9,331-85.5% | $6,507-79.2% |
| Admin fee / account holder | $155 | $17,692-99.1% | $16,305-99.1% | $12,624-98.8% |