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 | $86,025 | $181,894-52.7% | $156,549-45.0% | $273,961-68.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.94% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $431 | $6,248-93.1% | $5,501-92.2% | $4,869-91.1% |
| Participant deferral / active EE | $431 | $5,550-92.2% | $4,871-91.1% | $5,287-91.8% |
| Admin fee / account holder | $158 | $15,559-99.0% | $13,027-98.8% | $10,132-98.4% |