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 | $36,214 | $153,772-76.4% | $133,980-73.0% | $273,961-86.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 4.12% | 36.51%-32.4pp | 29.30%-25.2pp | 41.45%-37.3pp |
| Employer contribution / active EE | $562 | $6,029-90.7% | $5,211-89.2% | $4,869-88.5% |
| Participant deferral / active EE | $780 | $6,958-88.8% | $6,282-87.6% | $5,287-85.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |