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 | $39,390 | $183,963-78.6% | $162,163-75.7% | $152,861-74.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 20.53% | 150.76%-130.2pp | 115.59%-95.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $958 | $6,371-85.0% | $5,614-82.9% | $4,762-79.9% |
| Participant deferral / active EE | $958 | $8,034-88.1% | $7,298-86.9% | $5,850-83.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |