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 6-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 | $30,362 | $167,307-81.9% | $143,757-78.9% | $134,475-77.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 24.20% | 0.46%+23.7pp | -0.04%+24.2pp | 417.96%-393.8pp |
| Employer contribution / active EE | $802 | $5,619-85.7% | $4,951-83.8% | $4,740-83.1% |
| Participant deferral / active EE | $84 | $6,446-98.7% | $5,637-98.5% | $6,400-98.7% |
| Admin fee / account holder | $125 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |