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 | $231,252 | $214,378+7.9% | $200,582+15.3% | $142,382+62.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.02% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,115 | $6,841-83.7% | $6,419-82.6% | $4,299-74.1% |
| Participant deferral / active EE | $1,393 | $9,865-85.9% | $9,331-85.1% | $6,507-78.6% |
| Admin fee / account holder | $32 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |