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 | $83,256 | $159,901-47.9% | $146,958-43.3% | $145,922-42.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 26.20% | 98.13%-71.9pp | 418.34%-392.1pp | 561.29%-535.1pp |
| Employer contribution / active EE | $583 | $5,286-89.0% | $4,933-88.2% | $4,660-87.5% |
| Participant deferral / active EE | $1,952 | $8,428-76.8% | $8,070-75.8% | $6,688-70.8% |
| Admin fee / account holder | $12 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |