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 9-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 | $104,957 | $88,581+18.5% | $145,661-27.9% | $74,304+41.3% |
| Participation rate | 93.1% | 64.9%+28.1pp | 77.2%+15.9pp | 60.3%+32.7pp |
| Annual return | 0.00% | 34.30%-34.3pp | 101.46%-101.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $258 | $2,612-90.1% | $4,238-93.9% | $2,241-88.5% |
| Participant deferral / active EE | $855 | $4,151-79.4% | $7,198-88.1% | $3,767-77.3% |
| Admin fee / account holder | $0 | $2,953-100.0% | $12,466-100.0% | $2,969-100.0% |