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 | $36,649 | $157,256-76.7% | $141,162-74.0% | $152,861-76.0% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 24.91% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $232 | $5,261-95.6% | $4,735-95.1% | $4,762-95.1% |
| Participant deferral / active EE | $176 | $7,109-97.5% | $6,709-97.4% | $5,850-97.0% |
| Admin fee / account holder | $57 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |