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 4-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 | $26,630 | $124,425-78.6% | $112,040-76.2% | $137,256-80.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.56% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $600 | $3,411-82.4% | $2,954-79.7% | $4,156-85.6% |
| Participant deferral / active EE | $600 | $5,718-89.5% | $5,098-88.2% | $6,407-90.6% |
| Admin fee / account holder | $171 | $15,207-98.9% | $12,098-98.6% | $12,270-98.6% |