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 | $149,020 | $171,865-13.3% | $149,718-0.5% | $147,584+1.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.02% | 2113.22%-2091.2pp | 1501.63%-1479.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,177 | $6,275-81.2% | $5,445-78.4% | $4,876-75.9% |
| Participant deferral / active EE | $1,433 | $7,271-80.3% | $6,569-78.2% | $5,439-73.7% |
| Admin fee / account holder | $67 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |