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 | $62,130 | $157,256-60.5% | $141,162-56.0% | $152,861-59.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 19.29% | 64.32%-45.0pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $903 | $5,261-82.8% | $4,735-80.9% | $4,762-81.0% |
| Participant deferral / active EE | $2,051 | $7,109-71.1% | $6,709-69.4% | $5,850-64.9% |
| Admin fee / account holder | $281 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |