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 9-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 | $45,040 | $217,402-79.3% | $185,823-75.8% | $167,490-73.1% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 14.86% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $789 | $5,873-86.6% | $5,167-84.7% | $4,837-83.7% |
| Participant deferral / active EE | $1,720 | $6,356-72.9% | $5,568-69.1% | $6,341-72.9% |
| Admin fee / account holder | $80 | $19,811-99.6% | $16,237-99.5% | $12,309-99.4% |