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 | $45,989 | $89,553-48.6% | $81,367-43.5% | $52,331-12.1% |
| Participation rate | 75.5% | 82.2%-6.7pp | 82.3%-6.8pp | 68.1%+7.4pp |
| Annual return | 293.42% | 4.41%+289.0pp | -0.92%+294.3pp | 4.54%+288.9pp |
| Employer contribution / active EE | $385 | $3,780-89.8% | $3,930-90.2% | $1,882-79.5% |
| Participant deferral / active EE | $1,095 | $5,359-79.6% | $5,383-79.7% | $3,022-63.8% |
| Admin fee / account holder | $20 | $1,914-98.9% | $8,926-99.8% | $592-96.5% |