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 6-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 | $52,801 | $183,519-71.2% | $155,509-66.0% | $145,922-63.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.21% | 61.17%-41.0pp | 64.67%-44.5pp | 561.29%-541.1pp |
| Employer contribution / active EE | $546 | $5,313-89.7% | $4,672-88.3% | $4,660-88.3% |
| Participant deferral / active EE | $1,226 | $6,462-81.0% | $5,626-78.2% | $6,688-81.7% |
| Admin fee / account holder | $141 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |