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 | $56,244 | $198,466-71.7% | $170,442-67.0% | $147,584-61.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.19% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $265 | $6,184-95.7% | $5,433-95.1% | $4,876-94.6% |
| Participant deferral / active EE | $1,078 | $5,629-80.9% | $4,939-78.2% | $5,439-80.2% |
| Admin fee / account holder | $31 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |