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 5-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 | $29,011 | $114,381-74.6% | $107,525-73.0% | $142,382-79.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.47% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $732 | $4,015-81.8% | $3,754-80.5% | $4,299-83.0% |
| Participant deferral / active EE | $1,066 | $5,564-80.8% | $5,116-79.2% | $6,507-83.6% |
| Admin fee / account holder | $191 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |