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 | $44,335 | $165,335-73.2% | $149,696-70.4% | $158,922-72.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.30% | 348.15%-322.8pp | 276.60%-251.3pp | 302.83%-277.5pp |
| Employer contribution / active EE | $650 | $5,103-87.3% | $4,644-86.0% | $4,761-86.3% |
| Participant deferral / active EE | $650 | $7,181-90.9% | $6,842-90.5% | $5,982-89.1% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |