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 | $32,629 | $181,894-82.1% | $156,549-79.2% | $273,961-88.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 4.77% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $767 | $6,248-87.7% | $5,501-86.1% | $4,869-84.2% |
| Participant deferral / active EE | $1,496 | $5,550-73.0% | $4,871-69.3% | $5,287-71.7% |
| Admin fee / account holder | $17 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |