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 | $170,375 | $202,318-15.8% | $172,739-1.4% | $152,861+11.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 23.58% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,061 | $5,856-81.9% | $5,143-79.4% | $4,762-77.7% |
| Participant deferral / active EE | $1,802 | $5,948-69.7% | $5,198-65.3% | $5,850-69.2% |
| Admin fee / account holder | $89 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |