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 | $118,765 | $124,319-4.5% | $111,297+6.7% | $167,490-29.1% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 17.14% | 37.44%-20.3pp | 54.65%-37.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $320 | $3,435-90.7% | $2,731-88.3% | $4,837-93.4% |
| Participant deferral / active EE | $1,535 | $5,180-70.4% | $4,487-65.8% | $6,341-75.8% |
| Admin fee / account holder | $25 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |