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 | $109,121 | $114,381-4.6% | $107,525+1.5% | $142,382-23.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 12.40% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $749 | $4,015-81.3% | $3,754-80.0% | $4,299-82.6% |
| Participant deferral / active EE | $1,425 | $5,564-74.4% | $5,116-72.2% | $6,507-78.1% |
| Admin fee / account holder | $29 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |