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 | $26,797 | $185,822-85.6% | $169,993-84.2% | $139,434-80.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.52% | 60.50%-35.0pp | 53.37%-27.8pp | 372.94%-347.4pp |
| Employer contribution / active EE | $467 | $7,590-93.8% | $6,785-93.1% | $4,751-90.2% |
| Participant deferral / active EE | $1,640 | $11,622-85.9% | $10,408-84.2% | $6,710-75.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |