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 | $36,810 | $183,963-80.0% | $162,163-77.3% | $152,861-75.9% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 19.21% | 150.76%-131.6pp | 115.59%-96.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,188 | $6,371-81.4% | $5,614-78.8% | $4,762-75.1% |
| Participant deferral / active EE | $1,787 | $8,034-77.8% | $7,298-75.5% | $5,850-69.5% |
| Admin fee / account holder | $118 | $13,121-99.1% | $10,843-98.9% | $11,596-99.0% |