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 9-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 | $181,233 | $175,600+3.2% | $129,110+40.4% | $134,475+34.8% |
| Participation rate | 95.5% | 81.6%+13.9pp | 77.3%+18.2pp | 81.2%+14.2pp |
| Annual return | 2.50% | -11.39%+13.9pp | -10.94%+13.4pp | 417.96%-415.5pp |
| Employer contribution / active EE | $649 | $6,355-89.8% | $5,052-87.2% | $4,740-86.3% |
| Participant deferral / active EE | $1,252 | $7,975-84.3% | $6,542-80.9% | $6,400-80.4% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |