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 | $56,763 | $150,440-62.3% | $136,294-58.4% | $147,584-61.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 70.93% | 1049.08%-978.2pp | 5155.94%-5085.0pp | 578.55%-507.6pp |
| Employer contribution / active EE | $329 | $5,256-93.7% | $4,695-93.0% | $4,876-93.2% |
| Participant deferral / active EE | $525 | $6,630-92.1% | $6,247-91.6% | $5,439-90.3% |
| Admin fee / account holder | $14 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |