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 | $72,119 | $198,466-63.7% | $170,442-57.7% | $147,584-51.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.15% | 257.29%-242.1pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $932 | $6,184-84.9% | $5,433-82.8% | $4,876-80.9% |
| Participant deferral / active EE | $1,802 | $5,629-68.0% | $4,939-63.5% | $5,439-66.9% |
| Admin fee / account holder | $240 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |