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 | $183,488 | $197,591-7.1% | $177,821+3.2% | $158,922+15.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.37% | 58.76%-49.4pp | 48.32%-39.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,342 | $6,697-80.0% | $5,918-77.3% | $4,761-71.8% |
| Participant deferral / active EE | $1,078 | $8,405-87.2% | $7,714-86.0% | $5,982-82.0% |
| Admin fee / account holder | $135 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |