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 | $29,951 | $135,952-78.0% | $123,892-75.8% | $273,961-89.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 5.85% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $522 | $5,170-89.9% | $4,617-88.7% | $4,869-89.3% |
| Participant deferral / active EE | $1,743 | $6,343-72.5% | $5,984-70.9% | $5,287-67.0% |
| Admin fee / account holder | $211 | $9,817-97.9% | $8,357-97.5% | $10,132-97.9% |