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 7-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 | $26,379 | $159,602-83.5% | $150,045-82.4% | $142,382-81.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 19.03% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $851 | $4,961-82.8% | $4,693-81.9% | $4,299-80.2% |
| Participant deferral / active EE | $1,719 | $8,310-79.3% | $7,997-78.5% | $6,507-73.6% |
| Admin fee / account holder | $113 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |