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 | $50,633 | $57,354-11.7% | $83,848-39.6% | $64,186-21.1% |
| Participation rate | 98.1% | 68.6%+29.5pp | 76.1%+22.0pp | 69.6%+28.5pp |
| Annual return | 229.09% | 11.38%+217.7pp | 850.88%-621.8pp | 7.63%+221.5pp |
| Employer contribution / active EE | $126 | $2,545-95.1% | $3,631-96.5% | $2,381-94.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $43 | $4,046-98.9% | $5,478-99.2% | $4,888-99.1% |