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 | $98,550 | $144,119-31.6% | $117,854-16.4% | $147,584-33.2% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 12.30% | 531.15%-518.9pp | 335.08%-322.8pp | 578.55%-566.3pp |
| Employer contribution / active EE | $410 | $4,896-91.6% | $3,786-89.2% | $4,876-91.6% |
| Participant deferral / active EE | $410 | $5,316-92.3% | $4,482-90.9% | $5,439-92.5% |
| Admin fee / account holder | $41 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |