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 | $18,510 | $118,450-84.4% | $98,439-81.2% | $139,434-86.7% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 16.66% | 18.94%-2.3pp | 21.16%-4.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $355 | $3,609-90.2% | $3,048-88.3% | $4,751-92.5% |
| Participant deferral / active EE | $1,421 | $5,392-73.7% | $4,738-70.0% | $6,710-78.8% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |