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 | $0 | $180,449-100.0% | $154,107-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | 10.08% | 888.09%-878.0pp | 735.12%-725.0pp | 519.73%-509.7pp |
| Employer contribution / active EE | $778 | $6,035-87.1% | $5,298-85.3% | $4,779-83.7% |
| Participant deferral / active EE | $1,160 | $5,806-80.0% | $5,081-77.2% | $5,609-79.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |