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 | $78,150 | $185,822-57.9% | $169,993-54.0% | $139,434-44.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 12.64% | 60.50%-47.9pp | 53.37%-40.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $377 | $7,590-95.0% | $6,785-94.4% | $4,751-92.1% |
| Participant deferral / active EE | $425 | $11,622-96.3% | $10,408-95.9% | $6,710-93.7% |
| Admin fee / account holder | $54 | $15,381-99.7% | $12,815-99.6% | $11,403-99.5% |