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 | $176,327 | $202,318-12.8% | $172,739+2.1% | $152,861+15.4% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 17.77% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $587 | $5,856-90.0% | $5,143-88.6% | $4,762-87.7% |
| Participant deferral / active EE | $950 | $5,948-84.0% | $5,198-81.7% | $5,850-83.8% |
| Admin fee / account holder | $7 | $17,109-100.0% | $13,954-99.9% | $11,596-99.9% |