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 | $135,588 | $102,317+32.5% | $146,958-7.7% | $80,856+67.7% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 16.47% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $588 | $3,713-84.2% | $4,933-88.1% | $2,755-78.6% |
| Participant deferral / active EE | $2,209 | $6,644-66.8% | $8,070-72.6% | $4,296-48.6% |
| Admin fee / account holder | $170 | $7,941-97.9% | $12,998-98.7% | $6,918-97.5% |