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 | $98,982 | $150,440-34.2% | $136,294-27.4% | $147,584-32.9% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 22.29% | 1049.08%-1026.8pp | 5155.94%-5133.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $859 | $5,256-83.7% | $4,695-81.7% | $4,876-82.4% |
| Participant deferral / active EE | $1,207 | $6,630-81.8% | $6,247-80.7% | $5,439-77.8% |
| Admin fee / account holder | $39 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |