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 | $84,335 | $65,365+29.0% | $92,893-9.2% | $72,985+15.6% |
| Participation rate | 96.2% | 68.3%+27.9pp | 76.0%+20.2pp | 69.5%+26.7pp |
| Annual return | 66.34% | 42.10%+24.2pp | 109.41%-43.1pp | 81.00%-14.7pp |
| Employer contribution / active EE | $165 | $2,594-93.7% | $3,653-95.5% | $2,440-93.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $77 | $4,251-98.2% | $5,794-98.7% | $5,124-98.5% |