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 | $80,747 | $72,277+11.7% | $101,248-20.2% | $79,858+1.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.22% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $32 | $2,692-98.8% | $3,660-99.1% | $2,471-98.7% |
| Participant deferral / active EE | $741 | $3,282-77.4% | $4,370-83.0% | $3,740-80.2% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |