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 | $86,957 | $70,475+23.4% | $100,516-13.5% | $79,858+8.9% |
| Participation rate | 71.4% | 73.7%-2.2pp | 79.4%-8.0pp | 69.6%+1.8pp |
| Annual return | 12.98% | 21.90%-8.9pp | 30.89%-17.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,085 | $5,181-59.8% | $6,270-66.8% | $3,740-44.3% |
| Admin fee / account holder | $119 | $4,478-97.3% | $8,081-98.5% | $5,306-97.8% |