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 | $50,788 | $197,591-74.3% | $177,821-71.4% | $158,922-68.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 10.40% | 58.76%-48.4pp | 48.32%-37.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $517 | $6,697-92.3% | $5,918-91.3% | $4,761-89.1% |
| Participant deferral / active EE | $1,053 | $8,405-87.5% | $7,714-86.4% | $5,982-82.4% |
| Admin fee / account holder | $30 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |