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 9-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 | $49,036 | $126,519-61.2% | $106,201-53.8% | $145,959-66.4% |
| Participation rate | 79.2% | 77.7%+1.5pp | 75.3%+3.9pp | 80.3%-1.1pp |
| Annual return | 9.41% | 225.10%-215.7pp | 116.26%-106.9pp | 561.95%-552.5pp |
| Employer contribution / active EE | $617 | $3,726-83.5% | $3,170-80.5% | $4,661-86.8% |
| Participant deferral / active EE | $902 | $5,716-84.2% | $5,012-82.0% | $6,689-86.5% |
| Admin fee / account holder | $43 | $17,312-99.8% | $11,039-99.6% | $13,398-99.7% |