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 | $182,577 | $209,411-12.8% | $178,490+2.3% | $158,922+14.9% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 14.25% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $833 | $5,706-85.4% | $5,011-83.4% | $4,761-82.5% |
| Participant deferral / active EE | $1,905 | $5,954-68.0% | $5,202-63.4% | $5,982-68.2% |
| Admin fee / account holder | $3 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |