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 | $85,025 | $149,333-43.1% | $106,387-20.1% | $135,375-37.2% |
| Participation rate | 84.2% | 81.5%+2.7pp | 77.5%+6.8pp | 82.6%+1.6pp |
| Annual return | 5.18% | 0.52%+4.7pp | 0.25%+4.9pp | 519.73%-514.6pp |
| Employer contribution / active EE | $500 | $4,984-90.0% | $3,520-85.8% | $4,779-89.5% |
| Participant deferral / active EE | $2,207 | $7,230-69.5% | $5,421-59.3% | $5,609-60.6% |
| Admin fee / account holder | $141 | $15,952-99.1% | $7,510-98.1% | $10,827-98.7% |