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 | $38,433 | $175,202-78.1% | $149,673-74.3% | $139,434-72.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.58% | 166.71%-144.1pp | 134.42%-111.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $573 | $5,474-89.5% | $4,818-88.1% | $4,751-87.9% |
| Participant deferral / active EE | $646 | $6,519-90.1% | $5,680-88.6% | $6,710-90.4% |
| Admin fee / account holder | $260 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |