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 | $60,192 | $209,832-71.3% | $189,513-68.2% | $167,490-64.1% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 15.59% | 748.27%-732.7pp | 555.15%-539.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $472 | $6,914-93.2% | $6,162-92.3% | $4,837-90.2% |
| Participant deferral / active EE | $1,013 | $8,935-88.7% | $8,221-87.7% | $6,341-84.0% |
| Admin fee / account holder | $30 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |