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 | $30,171 | $135,952-77.8% | $123,892-75.6% | $273,961-89.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.08% | 56.63%-52.6pp | 47.52%-43.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $730 | $5,170-85.9% | $4,617-84.2% | $4,869-85.0% |
| Participant deferral / active EE | $21 | $6,343-99.7% | $5,984-99.6% | $5,287-99.6% |
| Admin fee / account holder | $209 | $9,817-97.9% | $8,357-97.5% | $10,132-97.9% |