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 | $142,501 | $159,602-10.7% | $150,045-5.0% | $142,382+0.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 62.62% | 70.24%-7.6pp | 62.55%+0.1pp | 217.08%-154.5pp |
| Employer contribution / active EE | $356 | $4,961-92.8% | $4,693-92.4% | $4,299-91.7% |
| Participant deferral / active EE | $880 | $8,310-89.4% | $7,997-89.0% | $6,507-86.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |