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 | $18,994 | $202,432-90.6% | $169,368-88.8% | $139,434-86.4% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 16.54% | 531.74%-515.2pp | 405.60%-389.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $549 | $4,692-88.3% | $4,013-86.3% | $4,751-88.4% |
| Participant deferral / active EE | $910 | $6,938-86.9% | $6,221-85.4% | $6,710-86.4% |
| Admin fee / account holder | $8 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |