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 | $124,441 | $209,832-40.7% | $189,513-34.3% | $167,490-25.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.26% | 748.27%-722.0pp | 555.15%-528.9pp | 478.56%-452.3pp |
| Employer contribution / active EE | $989 | $6,914-85.7% | $6,162-83.9% | $4,837-79.6% |
| Participant deferral / active EE | $2,722 | $8,935-69.5% | $8,221-66.9% | $6,341-57.1% |
| Admin fee / account holder | $19 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |