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 | $69,196 | $100,041-30.8% | $149,718-53.8% | $70,131-1.3% |
| Participation rate | 93.9% | 83.6%+10.4pp | 87.1%+6.9pp | 69.5%+24.4pp |
| Annual return | 19.97% | 27.43%-7.5pp | 1501.63%-1481.7pp | 73.14%-53.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,027 | $4,983-59.3% | $6,569-69.1% | $3,332-39.2% |
| Admin fee / account holder | $150 | $8,286-98.2% | $11,283-98.7% | $4,645-96.8% |