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 | $50,269 | $180,449-72.1% | $154,107-67.4% | $135,375-62.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.52% | 888.09%-892.6pp | 735.12%-739.6pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,236 | $6,035-79.5% | $5,298-76.7% | $4,779-74.1% |
| Participant deferral / active EE | $1,612 | $5,806-72.2% | $5,081-68.3% | $5,609-71.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |