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 | $127,065-79.0% | $113,168-76.5% | $142,382-81.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.56% | 24.03%-4.5pp | 24.27%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $600 | $3,442-82.6% | $2,975-79.8% | $4,299-86.0% |
| Participant deferral / active EE | $600 | $5,716-89.5% | $5,107-88.3% | $6,507-90.8% |
| Admin fee / account holder | $171 | $15,736-98.9% | $12,068-98.6% | $12,624-98.6% |