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 | $72,411 | $83,902-13.7% | $167,512-56.8% | $84,808-14.6% |
| Participation rate | 91.5% | 66.5%+25.0pp | 77.1%+14.4pp | 68.3%+23.2pp |
| Annual return | 26.50% | 91.55%-65.0pp | 1615.79%-1589.3pp | 40.90%-14.4pp |
| Employer contribution / active EE | $373 | $2,264-83.5% | $3,882-90.4% | $2,631-85.8% |
| Participant deferral / active EE | $760 | $4,442-82.9% | $6,405-88.1% | $4,212-82.0% |
| Admin fee / account holder | $8 | $7,915-99.9% | $9,769-99.9% | $7,344-99.9% |