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 | $73,120 | $227,553-67.9% | $189,557-61.4% | $167,490-56.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.03% | 78.40%-63.4pp | 64.17%-49.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $25 | $5,316-99.5% | $4,412-99.4% | $4,837-99.5% |
| Participant deferral / active EE | $50 | $7,002-99.3% | $6,174-99.2% | $6,341-99.2% |
| Admin fee / account holder | $21 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |