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 7-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 | $24,539 | $111,535-78.0% | $105,223-76.7% | $137,256-82.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 19.97% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $635 | $3,939-83.9% | $3,689-82.8% | $4,156-84.7% |
| Participant deferral / active EE | $1,176 | $5,500-78.6% | $5,072-76.8% | $6,407-81.6% |
| Admin fee / account holder | $135 | $9,721-98.6% | $8,859-98.5% | $12,270-98.9% |