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 4-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 | $153,802 | $159,602-3.6% | $150,045+2.5% | $142,382+8.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.48% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $529 | $4,961-89.3% | $4,693-88.7% | $4,299-87.7% |
| Participant deferral / active EE | $699 | $8,310-91.6% | $7,997-91.3% | $6,507-89.3% |
| Admin fee / account holder | $272 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |