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 | $27,619 | $214,378-87.1% | $200,582-86.2% | $142,382-80.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 14.55% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $666 | $6,841-90.3% | $6,419-89.6% | $4,299-84.5% |
| Participant deferral / active EE | $647 | $9,865-93.4% | $9,331-93.1% | $6,507-90.1% |
| Admin fee / account holder | $136 | $17,692-99.2% | $16,305-99.2% | $12,624-98.9% |