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 | $57,682 | $209,336-72.4% | $197,124-70.7% | $137,256-58.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.23% | 48.09%-30.9pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,229 | $6,591-81.3% | $6,227-80.3% | $4,156-70.4% |
| Participant deferral / active EE | $1,229 | $9,614-87.2% | $9,135-86.5% | $6,407-80.8% |
| Admin fee / account holder | $222 | $17,308-98.7% | $16,298-98.6% | $12,270-98.2% |