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 | $51,725 | $109,413-52.7% | $156,263-66.9% | $84,808-39.0% |
| Participation rate | 97.2% | 72.7%+24.5pp | 78.9%+18.3pp | 68.3%+28.9pp |
| Annual return | 13.77% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $495 | $2,907-83.0% | $4,333-88.6% | $2,631-81.2% |
| Participant deferral / active EE | $1,443 | $4,590-68.6% | $6,158-76.6% | $4,212-65.7% |
| Admin fee / account holder | $162 | $9,357-98.3% | $14,255-98.9% | $7,344-97.8% |