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 5-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 | $47,354 | $201,272-76.5% | $184,203-74.3% | $145,922-67.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 97.53% | 29.00%+68.5pp | 28.81%+68.7pp | 561.29%-463.8pp |
| Employer contribution / active EE | $910 | $7,022-87.0% | $6,427-85.8% | $4,660-80.5% |
| Participant deferral / active EE | $1,560 | $9,806-84.1% | $9,131-82.9% | $6,688-76.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |