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 | $190,232 | $135,635+40.3% | $110,238+72.6% | $135,375+40.5% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | 13.16% | 513.19%-500.0pp | 314.74%-301.6pp | 519.73%-506.6pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $72 | $11,457-99.4% | $8,547-99.2% | $10,827-99.3% |