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 | $59,137 | $137,414-57.0% | $189,513-68.8% | $85,850-31.1% |
| Participation rate | 92.1% | 84.6%+7.5pp | 87.8%+4.3pp | 69.3%+22.8pp |
| Annual return | 11.76% | 38.14%-26.4pp | 555.15%-543.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $373 | $4,344-91.4% | $6,162-94.0% | $2,565-85.5% |
| Participant deferral / active EE | $2,313 | $6,260-63.1% | $8,221-71.9% | $3,952-41.5% |
| Admin fee / account holder | $271 | $8,630-96.9% | $12,045-97.8% | $6,260-95.7% |