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 | $44,644 | $217,402-79.5% | $185,823-76.0% | $167,490-73.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.56% | 148.36%-132.8pp | 122.05%-106.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,086 | $5,873-81.5% | $5,167-79.0% | $4,837-77.6% |
| Participant deferral / active EE | $1,945 | $6,356-69.4% | $5,568-65.1% | $6,341-69.3% |
| Admin fee / account holder | $34 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |