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 | $42,676 | $209,832-79.7% | $189,513-77.5% | $167,490-74.5% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 11.32% | 748.27%-737.0pp | 555.15%-543.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,173 | $6,914-83.0% | $6,162-81.0% | $4,837-75.7% |
| Participant deferral / active EE | $1,484 | $8,935-83.4% | $8,221-82.0% | $6,341-76.6% |
| Admin fee / account holder | $212 | $14,293-98.5% | $12,045-98.2% | $12,309-98.3% |