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 | $27,794 | $209,336-86.7% | $197,124-85.9% | $137,256-79.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.72% | 48.09%-30.4pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $926 | $6,591-85.9% | $6,227-85.1% | $4,156-77.7% |
| Participant deferral / active EE | $507 | $9,614-94.7% | $9,135-94.5% | $6,407-92.1% |
| Admin fee / account holder | $65 | $17,308-99.6% | $16,298-99.6% | $12,270-99.5% |