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 5-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 | $18,130 | $112,729-83.9% | $98,716-81.6% | $137,256-86.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.87% | 38.48%-20.6pp | 31.81%-13.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $402 | $2,725-85.2% | $2,279-82.3% | $4,156-90.3% |
| Participant deferral / active EE | $405 | $4,640-91.3% | $4,048-90.0% | $6,407-93.7% |
| Admin fee / account holder | $25 | $10,129-99.8% | $8,703-99.7% | $12,270-99.8% |