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 | $156,867 | $157,256-0.2% | $141,162+11.1% | $152,861+2.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 24.06% | 64.32%-40.3pp | 71.39%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $300 | $5,261-94.3% | $4,735-93.7% | $4,762-93.7% |
| Participant deferral / active EE | $300 | $7,109-95.8% | $6,709-95.5% | $5,850-94.9% |
| Admin fee / account holder | $27 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |