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 | $103,319 | $198,466-47.9% | $170,442-39.4% | $147,584-30.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.75% | 257.29%-246.5pp | 205.93%-195.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $563 | $6,184-90.9% | $5,433-89.6% | $4,876-88.4% |
| Participant deferral / active EE | $563 | $5,629-90.0% | $4,939-88.6% | $5,439-89.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |