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 | $119,874 | $228,332-47.5% | $185,823-35.5% | $158,922-24.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.22% | 40.80%-29.6pp | 35.95%-24.7pp | 302.83%-291.6pp |
| Employer contribution / active EE | $46 | $4,967-99.1% | $4,087-98.9% | $4,761-99.0% |
| Participant deferral / active EE | $46 | $6,415-99.3% | $5,632-99.2% | $5,982-99.2% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |