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 | $69,136 | $105,859-34.7% | $90,160-23.3% | $147,584-53.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.19% | 37.63%-22.4pp | 34.88%-19.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $309 | $4,126-92.5% | $3,318-90.7% | $4,876-93.7% |
| Participant deferral / active EE | $1,490 | $5,733-74.0% | $5,288-71.8% | $5,439-72.6% |
| Admin fee / account holder | $175 | $8,046-97.8% | $5,943-97.1% | $10,885-98.4% |