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 | $67,417 | $197,591-65.9% | $177,821-62.1% | $158,922-57.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 13.28% | 58.76%-45.5pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,079 | $6,697-83.9% | $5,918-81.8% | $4,761-77.3% |
| Participant deferral / active EE | $2,717 | $8,405-67.7% | $7,714-64.8% | $5,982-54.6% |
| Admin fee / account holder | $79 | $15,399-99.5% | $12,427-99.4% | $11,246-99.3% |