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 6-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 | $108,710 | $217,402-50.0% | $185,823-41.5% | $167,490-35.1% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 11.60% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $652 | $5,873-88.9% | $5,167-87.4% | $4,837-86.5% |
| Participant deferral / active EE | $1,087 | $6,356-82.9% | $5,568-80.5% | $6,341-82.9% |
| Admin fee / account holder | $233 | $19,811-98.8% | $16,237-98.6% | $12,309-98.1% |