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 9-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 | $72,750 | $129,942-44.0% | $104,294-30.2% | $134,475-45.9% |
| Participation rate | 84.6% | 79.5%+5.1pp | 73.3%+11.4pp | 81.2%+3.4pp |
| Annual return | 2.64% | 42.03%-39.4pp | 24.61%-22.0pp | 417.96%-415.3pp |
| Employer contribution / active EE | $318 | $4,184-92.4% | $3,372-90.6% | $4,740-93.3% |
| Participant deferral / active EE | $838 | $5,588-85.0% | $4,625-81.9% | $6,400-86.9% |
| Admin fee / account holder | $222 | $9,323-97.6% | $7,339-97.0% | $11,426-98.1% |