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 | $73,912 | $102,604-28.0% | $86,188-14.2% | $139,434-47.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 12.42% | 1922.51%-1910.1pp | 1168.45%-1156.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $315 | $3,032-89.6% | $2,380-86.8% | $4,751-93.4% |
| Participant deferral / active EE | $631 | $4,676-86.5% | $3,985-84.2% | $6,710-90.6% |
| Admin fee / account holder | $199 | $8,657-97.7% | $6,852-97.1% | $11,403-98.3% |