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 | $54,103 | $185,342-70.8% | $111,297-51.4% | $86,799-37.7% |
| Participation rate | 93.5% | 81.0%+12.5pp | 77.3%+16.2pp | 72.3%+21.2pp |
| Annual return | 27.58% | 500.80%-473.2pp | 54.65%-27.1pp | 97.91%-70.3pp |
| Employer contribution / active EE | $315 | $2,246-86.0% | $2,731-88.5% | $2,405-86.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-99.8% | $7,964-100.0% | $170-99.7% |