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 | $47,463 | $209,411-77.3% | $178,490-73.4% | $158,922-70.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.53% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $200 | $5,706-96.5% | $5,011-96.0% | $4,761-95.8% |
| Participant deferral / active EE | $314 | $5,954-94.7% | $5,202-94.0% | $5,982-94.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |