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 | $88,251 | $138,044-36.1% | $125,339-29.6% | $134,475-34.4% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | 27.60% | 750.33%-722.7pp | 572.05%-544.5pp | 417.96%-390.4pp |
| Employer contribution / active EE | $163 | $5,243-96.9% | $4,814-96.6% | $4,740-96.6% |
| Participant deferral / active EE | $193 | $7,799-97.5% | $7,446-97.4% | $6,400-97.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |