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 | $75,231 | $153,772-51.1% | $133,980-43.8% | $273,961-72.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $783 | $6,029-87.0% | $5,211-85.0% | $4,869-83.9% |
| Participant deferral / active EE | $2,149 | $6,958-69.1% | $6,282-65.8% | $5,287-59.4% |
| Admin fee / account holder | $52 | $11,765-99.6% | $9,324-99.4% | $10,132-99.5% |