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 6-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 | $17,650 | $96,557-81.7% | $80,975-78.2% | $273,961-93.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.30% | 15.14%-11.8pp | 17.10%-13.8pp | 41.45%-38.2pp |
| Employer contribution / active EE | $384 | $4,868-92.1% | $3,714-89.7% | $4,869-92.1% |
| Participant deferral / active EE | $451 | $6,598-93.2% | $5,696-92.1% | $5,287-91.5% |
| Admin fee / account holder | $15 | $7,492-99.8% | $5,516-99.7% | $10,132-99.9% |