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 8-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 | $43,042 | $197,591-78.2% | $177,821-75.8% | $158,922-72.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 18.58% | 58.76%-40.2pp | 48.32%-29.7pp | 302.83%-284.2pp |
| Employer contribution / active EE | $954 | $6,697-85.7% | $5,918-83.9% | $4,761-80.0% |
| Participant deferral / active EE | $2,916 | $8,405-65.3% | $7,714-62.2% | $5,982-51.3% |
| Admin fee / account holder | $27 | $15,399-99.8% | $12,427-99.8% | $11,246-99.8% |