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 | $50,826 | $209,832-75.8% | $189,513-73.2% | $167,490-69.7% |
| Participation rate | 84.6% | 88.7%-4.1pp | 87.8%-3.2pp | 82.1%+2.5pp |
| Annual return | 19.61% | 748.27%-728.7pp | 555.15%-535.5pp | 478.56%-458.9pp |
| Employer contribution / active EE | $563 | $6,914-91.9% | $6,162-90.9% | $4,837-88.4% |
| Participant deferral / active EE | $1,488 | $8,935-83.3% | $8,221-81.9% | $6,341-76.5% |
| Admin fee / account holder | $83 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |