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 7-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 | $126,562 | $115,770+9.3% | $101,248+25.0% | $158,922-20.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 34.25% | 56.14%-21.9pp | 46.47%-12.2pp | 302.83%-268.6pp |
| Employer contribution / active EE | $520 | $4,175-87.6% | $3,660-85.8% | $4,761-89.1% |
| Participant deferral / active EE | $520 | $4,957-89.5% | $4,370-88.1% | $5,982-91.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |