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 | $75,418 | $181,894-58.5% | $156,549-51.8% | $273,961-72.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.14% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $797 | $6,248-87.2% | $5,501-85.5% | $4,869-83.6% |
| Participant deferral / active EE | $1,213 | $5,550-78.2% | $4,871-75.1% | $5,287-77.1% |
| Admin fee / account holder | $43 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |