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 | $58,849 | $150,440-60.9% | $136,294-56.8% | $147,584-60.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.91% | 1049.08%-1023.2pp | 5155.94%-5130.0pp | 578.55%-552.6pp |
| Employer contribution / active EE | $786 | $5,256-85.1% | $4,695-83.3% | $4,876-83.9% |
| Participant deferral / active EE | $1,043 | $6,630-84.3% | $6,247-83.3% | $5,439-80.8% |
| Admin fee / account holder | $37 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |