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 | $23,991 | $157,256-84.7% | $141,162-83.0% | $152,861-84.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.77% | 64.32%-43.6pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $475 | $5,261-91.0% | $4,735-90.0% | $4,762-90.0% |
| Participant deferral / active EE | $375 | $7,109-94.7% | $6,709-94.4% | $5,850-93.6% |
| Admin fee / account holder | $24 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |