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 7-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 | $198,430 | $60,349+228.8% | $74,183+167.5% | $62,891+215.5% |
| Participation rate | 97.4% | 72.7%+24.7pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 0.00% | 21.37%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $339 | $1,680-79.8% | $2,370-85.7% | $2,281-85.2% |
| Participant deferral / active EE | $1,110 | $2,856-61.1% | $3,550-68.7% | $3,203-65.3% |
| Admin fee / account holder | $209 | $4,261-95.1% | $5,586-96.3% | $4,296-95.1% |