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 10-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 | $129,616 | $185,822-30.2% | $169,993-23.8% | $139,434-7.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.33% | 60.50%-48.2pp | 53.37%-41.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $888 | $7,590-88.3% | $6,785-86.9% | $4,751-81.3% |
| Participant deferral / active EE | $1,784 | $11,622-84.6% | $10,408-82.9% | $6,710-73.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |