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 | $42,235 | $81,632-48.3% | $70,449-40.0% | $158,922-73.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.63% | 208.40%-184.8pp | 109.03%-85.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $336 | $3,217-89.6% | $2,737-87.7% | $4,761-93.0% |
| Participant deferral / active EE | $715 | $4,554-84.3% | $3,709-80.7% | $5,982-88.0% |
| Admin fee / account holder | $93 | $6,193-98.5% | $3,845-97.6% | $11,246-99.2% |