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 | $74,752 | $157,256-52.5% | $141,162-47.0% | $152,861-51.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.32% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $390 | $5,261-92.6% | $4,735-91.8% | $4,762-91.8% |
| Participant deferral / active EE | $1,812 | $7,109-74.5% | $6,709-73.0% | $5,850-69.0% |
| Admin fee / account holder | $82 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |