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 | $111,535-74.0% | $105,223-72.4% | $137,256-78.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 13.47% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $732 | $3,939-81.4% | $3,689-80.2% | $4,156-82.4% |
| Participant deferral / active EE | $1,066 | $5,500-80.6% | $5,072-79.0% | $6,407-83.4% |
| Admin fee / account holder | $191 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |