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 | $21,642 | $159,901-86.5% | $146,958-85.3% | $145,922-85.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.34% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $542 | $5,286-89.8% | $4,933-89.0% | $4,660-88.4% |
| Participant deferral / active EE | $880 | $8,428-89.6% | $8,070-89.1% | $6,688-86.8% |
| Admin fee / account holder | $92 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |