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 | $42,455 | $153,772-72.4% | $133,980-68.3% | $273,961-84.5% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 6.30% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $441 | $6,029-92.7% | $5,211-91.5% | $4,869-90.9% |
| Participant deferral / active EE | $883 | $6,958-87.3% | $6,282-86.0% | $5,287-83.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |