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 3-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 | $169,498 | $148,534+14.1% | $135,903+24.7% | $139,434+21.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.36% | 79.19%-57.8pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $431 | $5,243-91.8% | $4,856-91.1% | $4,751-90.9% |
| Participant deferral / active EE | $1,269 | $8,100-84.3% | $7,758-83.6% | $6,710-81.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |