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 | $19,340 | $102,616-81.2% | $81,983-76.4% | $158,922-87.8% |
| Participation rate | 78.3% | 75.5%+2.7pp | 69.2%+9.0pp | 82.0%-3.7pp |
| Annual return | 10.79% | 61.04%-50.2pp | 41.31%-30.5pp | 302.83%-292.0pp |
| Employer contribution / active EE | $130 | $3,240-96.0% | $2,498-94.8% | $4,761-97.3% |
| Participant deferral / active EE | $241 | $4,648-94.8% | $3,722-93.5% | $5,982-96.0% |
| Admin fee / account holder | $112 | $8,235-98.6% | $5,664-98.0% | $11,246-99.0% |