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 9-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 | $23,562 | $98,240-76.0% | $82,313-71.4% | $147,584-84.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 245659.26% | 30.85%+245628.4pp | 25.88%+245633.4pp | 578.55%+245080.7pp |
| Employer contribution / active EE | $312 | $3,192-90.2% | $2,428-87.1% | $4,876-93.6% |
| Participant deferral / active EE | $771 | $4,383-82.4% | $3,706-79.2% | $5,439-85.8% |
| Admin fee / account holder | $255 | $8,563-97.0% | $5,608-95.5% | $10,885-97.7% |