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 | $78,721 | $144,119-45.4% | $117,854-33.2% | $147,584-46.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.23% | 531.15%-515.9pp | 335.08%-319.8pp | 578.55%-563.3pp |
| Employer contribution / active EE | $278 | $4,896-94.3% | $3,786-92.7% | $4,876-94.3% |
| Participant deferral / active EE | $453 | $5,316-91.5% | $4,482-89.9% | $5,439-91.7% |
| Admin fee / account holder | $295 | $10,886-97.3% | $8,020-96.3% | $10,885-97.3% |