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 6-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 | $240,521 | $209,411+14.9% | $178,490+34.8% | $158,922+51.3% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $415 | $5,706-92.7% | $5,011-91.7% | $4,761-91.3% |
| Participant deferral / active EE | $754 | $5,954-87.3% | $5,202-85.5% | $5,982-87.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |