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 | $133,814 | $132,239+1.2% | $105,722+26.6% | $273,961-51.2% |
| Participation rate | 75.0% | 83.2%-8.2pp | 78.9%-3.9pp | 83.0%-8.0pp |
| Annual return | 6.14% | 10.07%-3.9pp | 12.25%-6.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,969 | $6,233-68.4% | $5,326-63.0% | $5,287-62.8% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |