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 | $43,621 | $162,781-73.2% | $133,956-67.4% | $158,922-72.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 15.08% | 41.94%-26.9pp | 45.09%-30.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $664 | $4,975-86.7% | $3,919-83.0% | $4,761-86.0% |
| Participant deferral / active EE | $1,403 | $5,911-76.3% | $5,048-72.2% | $5,982-76.6% |
| Admin fee / account holder | $197 | $11,736-98.3% | $8,927-97.8% | $11,246-98.2% |