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 | $111,535-89.8% | $105,223-89.2% | $137,256-91.7% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 16.99% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $595 | $3,939-84.9% | $3,689-83.9% | $4,156-85.7% |
| Participant deferral / active EE | $1,045 | $5,500-81.0% | $5,072-79.4% | $6,407-83.7% |
| Admin fee / account holder | $91 | $9,721-99.1% | $8,859-99.0% | $12,270-99.3% |