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 | $38,665 | $202,318-80.9% | $172,739-77.6% | $152,861-74.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.77% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,082 | $5,856-81.5% | $5,143-79.0% | $4,762-77.3% |
| Participant deferral / active EE | $949 | $5,948-84.1% | $5,198-81.8% | $5,850-83.8% |
| Admin fee / account holder | $275 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |