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 | $39,062 | $127,065-69.3% | $113,168-65.5% | $142,382-72.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.77% | 24.03%-12.3pp | 24.27%-12.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $328 | $3,442-90.5% | $2,975-89.0% | $4,299-92.4% |
| Participant deferral / active EE | $1,285 | $5,716-77.5% | $5,107-74.8% | $6,507-80.3% |
| Admin fee / account holder | $181 | $15,736-98.8% | $12,068-98.5% | $12,624-98.6% |