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 | $173,277 | $115,770+49.7% | $101,248+71.1% | $158,922+9.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.37% | 56.14%-35.8pp | 46.47%-26.1pp | 302.83%-282.5pp |
| Employer contribution / active EE | $704 | $4,175-83.1% | $3,660-80.8% | $4,761-85.2% |
| Participant deferral / active EE | $990 | $4,957-80.0% | $4,370-77.4% | $5,982-83.5% |
| Admin fee / account holder | $105 | $7,245-98.6% | $5,945-98.2% | $11,246-99.1% |