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 | $99,634 | $124,185-19.8% | $108,410-8.1% | $167,490-40.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.52% | 1379.64%-1354.1pp | 905.27%-879.7pp | 478.56%-453.0pp |
| Employer contribution / active EE | $455 | $4,187-89.1% | $3,558-87.2% | $4,837-90.6% |
| Participant deferral / active EE | $1,516 | $6,908-78.1% | $6,563-76.9% | $6,341-76.1% |
| Admin fee / account holder | $46 | $9,455-99.5% | $7,295-99.4% | $12,309-99.6% |