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 | $67,426 | $127,386-47.1% | $115,037-41.4% | $125,391-46.2% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 1.08% | 31.28%-30.2pp | 26.14%-25.1pp | 282.22%-281.1pp |
| Employer contribution / active EE | $62 | $5,166-98.8% | $4,608-98.7% | $4,866-98.7% |
| Participant deferral / active EE | $247 | $6,423-96.2% | $6,026-95.9% | $5,352-95.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |