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 | $139,522 | $117,983+18.3% | $101,794+37.1% | $142,382-2.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.73% | 36.92%-9.2pp | 30.53%-2.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $375 | $2,773-86.5% | $2,289-83.6% | $4,299-91.3% |
| Participant deferral / active EE | $541 | $4,714-88.5% | $4,084-86.7% | $6,507-91.7% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |