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 | $36,216 | $183,963-80.3% | $162,163-77.7% | $152,861-76.3% |
| Participation rate | 77.3% | 88.5%-11.2pp | 87.6%-10.3pp | 82.4%-5.2pp |
| Annual return | 13.93% | 150.76%-136.8pp | 115.59%-101.7pp | 345.32%-331.4pp |
| Employer contribution / active EE | $1,036 | $6,371-83.7% | $5,614-81.5% | $4,762-78.2% |
| Participant deferral / active EE | $2,548 | $8,034-68.3% | $7,298-65.1% | $5,850-56.5% |
| Admin fee / account holder | $53 | $13,121-99.6% | $10,843-99.5% | $11,596-99.5% |