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 | $30,267 | $180,449-83.2% | $154,107-80.4% | $135,375-77.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.08% | 888.09%-889.2pp | 735.12%-736.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $779 | $6,035-87.1% | $5,298-85.3% | $4,779-83.7% |
| Participant deferral / active EE | $931 | $5,806-84.0% | $5,081-81.7% | $5,609-83.4% |
| Admin fee / account holder | $195 | $16,143-98.8% | $13,411-98.5% | $10,827-98.2% |