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 | $17,265 | $95,416-81.9% | $185,823-90.7% | $85,850-79.9% |
| Participation rate | 88.5% | 68.8%+19.7pp | 81.7%+6.8pp | 69.3%+19.1pp |
| Annual return | 12.21% | 23.59%-11.4pp | 122.05%-109.8pp | 318.53%-306.3pp |
| Employer contribution / active EE | $308 | $3,314-90.7% | $5,167-94.0% | $2,565-88.0% |
| Participant deferral / active EE | $735 | $3,423-78.5% | $5,568-86.8% | $3,952-81.4% |
| Admin fee / account holder | $151 | $7,213-97.9% | $16,237-99.1% | $6,260-97.6% |