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 | $40,157 | $209,411-80.8% | $178,490-77.5% | $158,922-74.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.24% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $914 | $5,706-84.0% | $5,011-81.8% | $4,761-80.8% |
| Participant deferral / active EE | $1,447 | $5,954-75.7% | $5,202-72.2% | $5,982-75.8% |
| Admin fee / account holder | $102 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |