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 9-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 | $119,466 | $102,616+16.4% | $81,983+45.7% | $158,922-24.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 19.97% | 61.04%-41.1pp | 41.31%-21.3pp | 302.83%-282.9pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $175 | $4,648-96.2% | $3,722-95.3% | $5,982-97.1% |
| Admin fee / account holder | $63 | $8,235-99.2% | $5,664-98.9% | $11,246-99.4% |