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 10-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 | $87,013 | $165,984-47.6% | $164,813-47.2% | $145,922-40.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 22.11% | 100.03%-77.9pp | 69.93%-47.8pp | 561.29%-539.2pp |
| Employer contribution / active EE | $476 | $5,273-91.0% | $4,341-89.0% | $4,660-89.8% |
| Participant deferral / active EE | $1,110 | $6,959-84.0% | $6,031-81.6% | $6,688-83.4% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |