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 | $201,743 | $201,272+0.2% | $184,203+9.5% | $145,922+38.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 41.64% | 29.00%+12.6pp | 28.81%+12.8pp | 561.29%-519.6pp |
| Employer contribution / active EE | $848 | $7,022-87.9% | $6,427-86.8% | $4,660-81.8% |
| Participant deferral / active EE | $1,059 | $9,806-89.2% | $9,131-88.4% | $6,688-84.2% |
| Admin fee / account holder | $193 | $16,364-98.8% | $13,901-98.6% | $13,397-98.6% |