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 10-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 | $20,035 | $115,770-82.7% | $101,248-80.2% | $158,922-87.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.48% | 56.14%-34.7pp | 46.47%-25.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $631 | $4,175-84.9% | $3,660-82.8% | $4,761-86.7% |
| Participant deferral / active EE | $741 | $4,957-85.1% | $4,370-83.1% | $5,982-87.6% |
| Admin fee / account holder | $26 | $7,245-99.6% | $5,945-99.6% | $11,246-99.8% |