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 | $91,749 | $159,602-42.5% | $150,045-38.9% | $142,382-35.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.38% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $615 | $4,961-87.6% | $4,693-86.9% | $4,299-85.7% |
| Participant deferral / active EE | $898 | $8,310-89.2% | $7,997-88.8% | $6,507-86.2% |
| Admin fee / account holder | $117 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |