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 | $53,026 | $148,534-64.3% | $135,903-61.0% | $139,434-62.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.37% | 79.19%-43.8pp | 68.23%-32.9pp | 372.94%-337.6pp |
| Employer contribution / active EE | $833 | $5,243-84.1% | $4,856-82.9% | $4,751-82.5% |
| Participant deferral / active EE | $833 | $8,100-89.7% | $7,758-89.3% | $6,710-87.6% |
| Admin fee / account holder | $15 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |