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 | $83,686 | $159,602-47.6% | $150,045-44.2% | $142,382-41.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.18% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $746 | $4,961-85.0% | $4,693-84.1% | $4,299-82.6% |
| Participant deferral / active EE | $288 | $8,310-96.5% | $7,997-96.4% | $6,507-95.6% |
| Admin fee / account holder | $13 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |