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 | $135,202 | $202,318-33.2% | $172,739-21.7% | $152,861-11.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.10% | 1029.65%-1004.6pp | 802.84%-777.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $719 | $5,856-87.7% | $5,143-86.0% | $4,762-84.9% |
| Participant deferral / active EE | $1,111 | $5,948-81.3% | $5,198-78.6% | $5,850-81.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |