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 | $44,580 | $183,963-75.8% | $162,163-72.5% | $152,861-70.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 17.92% | 150.76%-132.8pp | 115.59%-97.7pp | 345.32%-327.4pp |
| Employer contribution / active EE | $712 | $6,371-88.8% | $5,614-87.3% | $4,762-85.1% |
| Participant deferral / active EE | $1,251 | $8,034-84.4% | $7,298-82.9% | $5,850-78.6% |
| Admin fee / account holder | $143 | $13,121-98.9% | $10,843-98.7% | $11,596-98.8% |