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 | $21,800 | $103,376-78.9% | $87,100-75.0% | $152,861-85.7% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 18.95% | 28.10%-9.1pp | 28.19%-9.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $173 | $3,220-94.6% | $2,521-93.2% | $4,762-96.4% |
| Participant deferral / active EE | $1,490 | $4,778-68.8% | $4,049-63.2% | $5,850-74.5% |
| Admin fee / account holder | $65 | $12,205-99.5% | $7,497-99.1% | $11,596-99.4% |