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 | $117,983-84.6% | $101,794-82.2% | $142,382-87.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.87% | 36.92%-19.0pp | 30.53%-12.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $402 | $2,773-85.5% | $2,289-82.4% | $4,299-90.6% |
| Participant deferral / active EE | $405 | $4,714-91.4% | $4,084-90.1% | $6,507-93.8% |
| Admin fee / account holder | $25 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |