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 | $37,725 | $165,335-77.2% | $149,696-74.8% | $158,922-76.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.76% | 348.15%-318.4pp | 276.60%-246.8pp | 302.83%-273.1pp |
| Employer contribution / active EE | $575 | $5,103-88.7% | $4,644-87.6% | $4,761-87.9% |
| Participant deferral / active EE | $928 | $7,181-87.1% | $6,842-86.4% | $5,982-84.5% |
| Admin fee / account holder | $33 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |