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 | $85,300 | $209,832-59.3% | $189,513-55.0% | $167,490-49.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.48% | 748.27%-728.8pp | 555.15%-535.7pp | 478.56%-459.1pp |
| Employer contribution / active EE | $800 | $6,914-88.4% | $6,162-87.0% | $4,837-83.5% |
| Participant deferral / active EE | $1,600 | $8,935-82.1% | $8,221-80.5% | $6,341-74.8% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |