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 | $58,454 | $202,318-71.1% | $172,739-66.2% | $152,861-61.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 21.48% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.8pp |
| Employer contribution / active EE | $446 | $5,856-92.4% | $5,143-91.3% | $4,762-90.6% |
| Participant deferral / active EE | $369 | $5,948-93.8% | $5,198-92.9% | $5,850-93.7% |
| Admin fee / account holder | $288 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |