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 | $71,173 | $86,929-18.1% | $102,423-30.5% | $80,856-12.0% |
| Participation rate | 94.4% | 72.4%+22.0pp | 76.5%+17.9pp | 67.6%+26.7pp |
| Annual return | 446.77% | 18.88%+427.9pp | 29.32%+417.4pp | 35.59%+411.2pp |
| Employer contribution / active EE | $649 | $2,369-72.6% | $3,023-78.5% | $2,755-76.4% |
| Participant deferral / active EE | $889 | $4,118-78.4% | $5,053-82.4% | $4,296-79.3% |
| Admin fee / account holder | $116 | $8,049-98.6% | $9,451-98.8% | $6,918-98.3% |