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 | $54,864 | $148,534-63.1% | $135,903-59.6% | $139,434-60.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.47% | 79.19%-45.7pp | 68.23%-34.8pp | 372.94%-339.5pp |
| Employer contribution / active EE | $416 | $5,243-92.1% | $4,856-91.4% | $4,751-91.2% |
| Participant deferral / active EE | $2,260 | $8,100-72.1% | $7,758-70.9% | $6,710-66.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |