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 | $37,384 | $148,534-74.8% | $135,903-72.5% | $139,434-73.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.89% | 79.19%-56.3pp | 68.23%-45.3pp | 372.94%-350.1pp |
| Employer contribution / active EE | $902 | $5,243-82.8% | $4,856-81.4% | $4,751-81.0% |
| Participant deferral / active EE | $886 | $8,100-89.1% | $7,758-88.6% | $6,710-86.8% |
| Admin fee / account holder | $15 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |