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 | $62,924 | $159,602-60.6% | $150,045-58.1% | $142,382-55.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.51% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $153 | $4,961-96.9% | $4,693-96.7% | $4,299-96.4% |
| Participant deferral / active EE | $474 | $8,310-94.3% | $7,997-94.1% | $6,507-92.7% |
| Admin fee / account holder | $89 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |