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 | $22,131 | $103,376-78.6% | $87,100-74.6% | $152,861-85.5% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 19.59% | 28.10%-8.5pp | 28.19%-8.6pp | 345.32%-325.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $263 | $4,778-94.5% | $4,049-93.5% | $5,850-95.5% |
| Admin fee / account holder | $93 | $12,205-99.2% | $7,497-98.8% | $11,596-99.2% |