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 | $14,381 | $53,822-73.3% | $75,696-81.0% | $85,850-83.2% |
| Participation rate | 91.7% | 69.1%+22.6pp | 74.8%+16.8pp | 69.3%+22.4pp |
| Annual return | 17.30% | 24.54%-7.2pp | 104.53%-87.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $293 | $2,017-85.5% | $2,743-89.3% | $2,565-88.6% |
| Participant deferral / active EE | $586 | $2,895-79.8% | $3,821-84.7% | $3,952-85.2% |
| Admin fee / account holder | $98 | $3,343-97.1% | $3,619-97.3% | $6,260-98.4% |