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 | $32,102 | $209,832-84.7% | $189,513-83.1% | $167,490-80.8% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 13.08% | 748.27%-735.2pp | 555.15%-542.1pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,420 | $6,914-79.5% | $6,162-76.9% | $4,837-70.6% |
| Participant deferral / active EE | $1,740 | $8,935-80.5% | $8,221-78.8% | $6,341-72.6% |
| Admin fee / account holder | $176 | $14,293-98.8% | $12,045-98.5% | $12,309-98.6% |