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 10-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 | $145,186 | $87,841+65.3% | $133,980+8.4% | $62,891+130.9% |
| Participation rate | 98.0% | 83.4%+14.6pp | 87.1%+10.9pp | 69.3%+28.7pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.30%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $270 | $3,483-92.3% | $5,211-94.8% | $2,281-88.2% |
| Participant deferral / active EE | $1,295 | $4,812-73.1% | $6,282-79.4% | $3,203-59.6% |
| Admin fee / account holder | $5 | $5,371-99.9% | $9,324-99.9% | $4,296-99.9% |