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 | $69,882 | $112,881-38.1% | $90,951-23.2% | $158,922-56.0% |
| Participation rate | 76.5% | 74.7%+1.7pp | 69.0%+7.5pp | 82.0%-5.5pp |
| Annual return | 23.47% | 215.79%-192.3pp | 134.60%-111.1pp | 302.83%-279.4pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $635 | $4,128-84.6% | $3,373-81.2% | $5,982-89.4% |
| Admin fee / account holder | $202 | $8,041-97.5% | $5,959-96.6% | $11,246-98.2% |