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 | $47,048 | $105,181-55.3% | $159,436-70.5% | $85,850-45.2% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.8%-3.8pp | 69.3%+9.8pp |
| Annual return | 14.28% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $200 | $3,318-94.0% | $4,829-95.9% | $2,565-92.2% |
| Participant deferral / active EE | $1,463 | $5,945-75.4% | $7,352-80.1% | $3,952-63.0% |
| Admin fee / account holder | $294 | $6,933-95.8% | $10,799-97.3% | $6,260-95.3% |