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 | $110,004 | $140,588-21.8% | $123,104-10.6% | $125,391-12.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 10.12% | 16.80%-6.7pp | 13.22%-3.1pp | 282.22%-272.1pp |
| Employer contribution / active EE | $715 | $6,041-88.2% | $5,151-86.1% | $4,866-85.3% |
| Participant deferral / active EE | $1,191 | $6,980-82.9% | $6,230-80.9% | $5,352-77.7% |
| Admin fee / account holder | $173 | $11,198-98.5% | $9,015-98.1% | $9,540-98.2% |