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 | $228,421 | $162,781+40.3% | $133,956+70.5% | $158,922+43.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 25.88% | 41.94%-16.1pp | 45.09%-19.2pp | 302.83%-276.9pp |
| Employer contribution / active EE | $829 | $4,975-83.3% | $3,919-78.9% | $4,761-82.6% |
| Participant deferral / active EE | $1,560 | $5,911-73.6% | $5,048-69.1% | $5,982-73.9% |
| Admin fee / account holder | $232 | $11,736-98.0% | $8,927-97.4% | $11,246-97.9% |