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 | $33,585 | $176,812-81.0% | $146,665-77.1% | $167,490-79.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.05% | 24.03%-15.0pp | 22.74%-13.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $1,007 | $5,160-80.5% | $4,136-75.7% | $4,837-79.2% |
| Participant deferral / active EE | $1,569 | $6,440-75.6% | $5,506-71.5% | $6,341-75.3% |
| Admin fee / account holder | $25 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |