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 | $83,403 | $214,378-61.1% | $200,582-58.4% | $142,382-41.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.12% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $880 | $6,841-87.1% | $6,419-86.3% | $4,299-79.5% |
| Participant deferral / active EE | $1,759 | $9,865-82.2% | $9,331-81.1% | $6,507-73.0% |
| Admin fee / account holder | $241 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |