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 4-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 | $27,845 | $117,841-76.4% | $102,423-72.8% | $145,922-80.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $240 | $3,615-93.4% | $3,023-92.1% | $4,660-94.8% |
| Participant deferral / active EE | $560 | $5,731-90.2% | $5,053-88.9% | $6,688-91.6% |
| Admin fee / account holder | $43 | $13,326-99.7% | $9,451-99.5% | $13,397-99.7% |