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 | $29,266 | $132,239-77.9% | $105,722-72.3% | $273,961-89.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 78.9%-3.9pp | 83.0%-8.0pp |
| Annual return | 7.53% | 10.07%-2.5pp | 12.25%-4.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $970 | $4,867-80.1% | $4,079-76.2% | $4,869-80.1% |
| Participant deferral / active EE | $1,254 | $6,233-79.9% | $5,326-76.5% | $5,287-76.3% |
| Admin fee / account holder | $71 | $12,032-99.4% | $8,308-99.1% | $10,132-99.3% |