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 | $96,736 | $144,119-32.9% | $117,854-17.9% | $147,584-34.5% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 9.44% | 531.15%-521.7pp | 335.08%-325.6pp | 578.55%-569.1pp |
| Employer contribution / active EE | $668 | $4,896-86.4% | $3,786-82.4% | $4,876-86.3% |
| Participant deferral / active EE | $668 | $5,316-87.4% | $4,482-85.1% | $5,439-87.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |