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 | $121,306 | $118,849+2.1% | $96,562+25.6% | $167,490-27.6% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 24.14% | 50.49%-26.3pp | 37.78%-13.6pp | 478.56%-454.4pp |
| Employer contribution / active EE | $250 | $3,120-92.0% | $2,356-89.4% | $4,837-94.8% |
| Participant deferral / active EE | $906 | $4,616-80.4% | $3,849-76.5% | $6,341-85.7% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |