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 | $91,748 | $183,963-50.1% | $162,163-43.4% | $152,861-40.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 15.68% | 150.76%-135.1pp | 115.59%-99.9pp | 345.32%-329.6pp |
| Employer contribution / active EE | $732 | $6,371-88.5% | $5,614-87.0% | $4,762-84.6% |
| Participant deferral / active EE | $1,775 | $8,034-77.9% | $7,298-75.7% | $5,850-69.7% |
| Admin fee / account holder | $35 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |