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 | $114,439 | $198,466-42.3% | $170,442-32.9% | $147,584-22.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.05% | 257.29%-234.2pp | 205.93%-182.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $649 | $6,184-89.5% | $5,433-88.1% | $4,876-86.7% |
| Participant deferral / active EE | $733 | $5,629-87.0% | $4,939-85.2% | $5,439-86.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |