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 | $160,148 | $175,202-8.6% | $149,673+7.0% | $139,434+14.9% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 11.68% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.3pp |
| Employer contribution / active EE | $608 | $5,474-88.9% | $4,818-87.4% | $4,751-87.2% |
| Participant deferral / active EE | $608 | $6,519-90.7% | $5,680-89.3% | $6,710-90.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |