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 | $117,287 | $209,411-44.0% | $178,490-34.3% | $158,922-26.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.49% | 188.75%-161.3pp | 151.07%-123.6pp | 302.83%-275.3pp |
| Employer contribution / active EE | $766 | $5,706-86.6% | $5,011-84.7% | $4,761-83.9% |
| Participant deferral / active EE | $1,060 | $5,954-82.2% | $5,202-79.6% | $5,982-82.3% |
| Admin fee / account holder | $122 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |