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 | $89,079 | $179,726-50.4% | $156,263-43.0% | $142,382-37.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.47% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $480 | $5,069-90.5% | $4,333-88.9% | $4,299-88.8% |
| Participant deferral / active EE | $480 | $6,956-93.1% | $6,158-92.2% | $6,507-92.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |