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 | $57,344 | $102,317-44.0% | $146,958-61.0% | $80,856-29.1% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+4.9pp | 67.6%+19.5pp |
| Annual return | 21.29% | 134.76%-113.5pp | 418.34%-397.0pp | 35.59%-14.3pp |
| Employer contribution / active EE | $222 | $3,713-94.0% | $4,933-95.5% | $2,755-91.9% |
| Participant deferral / active EE | $2,221 | $6,644-66.6% | $8,070-72.5% | $4,296-48.3% |
| Admin fee / account holder | $218 | $7,941-97.2% | $12,998-98.3% | $6,918-96.8% |