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 | $78,024 | $183,963-57.6% | $162,163-51.9% | $152,861-49.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.54% | 150.76%-127.2pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $952 | $6,371-85.1% | $5,614-83.1% | $4,762-80.0% |
| Participant deferral / active EE | $2,686 | $8,034-66.6% | $7,298-63.2% | $5,850-54.1% |
| Admin fee / account holder | $15 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |