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 9-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 | $97,410 | $180,449-46.0% | $154,107-36.8% | $135,375-28.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -3.78% | 888.09%-891.9pp | 735.12%-738.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $829 | $6,035-86.3% | $5,298-84.4% | $4,779-82.7% |
| Participant deferral / active EE | $262 | $5,806-95.5% | $5,081-94.9% | $5,609-95.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |