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 | $60,227 | $168,632-64.3% | $147,614-59.2% | $125,391-52.0% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | 14.67% | 77.65%-63.0pp | 61.98%-47.3pp | 282.22%-267.6pp |
| Employer contribution / active EE | $557 | $6,252-91.1% | $5,564-90.0% | $4,866-88.5% |
| Participant deferral / active EE | $641 | $5,507-88.4% | $4,895-86.9% | $5,352-88.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |