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 7-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 | $58,336 | $138,044-57.7% | $125,339-53.5% | $134,475-56.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 9.37% | 750.33%-741.0pp | 572.05%-562.7pp | 417.96%-408.6pp |
| Employer contribution / active EE | $900 | $5,243-82.8% | $4,814-81.3% | $4,740-81.0% |
| Participant deferral / active EE | $1,250 | $7,799-84.0% | $7,446-83.2% | $6,400-80.5% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |