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 8-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 | $11,406 | $114,381-90.0% | $107,525-89.4% | $142,382-92.0% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 16.99% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $595 | $4,015-85.2% | $3,754-84.1% | $4,299-86.1% |
| Participant deferral / active EE | $1,045 | $5,564-81.2% | $5,116-79.6% | $6,507-83.9% |
| Admin fee / account holder | $91 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |