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 | $245,344 | $105,998+131.5% | $92,233+166.0% | $147,584+66.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 14.79% | 50.05%-35.3pp | 176.28%-161.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $253 | $4,333-94.2% | $3,679-93.1% | $4,876-94.8% |
| Participant deferral / active EE | $260 | $4,478-94.2% | $3,897-93.3% | $5,439-95.2% |
| Admin fee / account holder | $88 | $6,332-98.6% | $5,194-98.3% | $10,885-99.2% |