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 9-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 | $19,465 | $159,901-87.8% | $146,958-86.8% | $145,922-86.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.43% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $498 | $5,286-90.6% | $4,933-89.9% | $4,660-89.3% |
| Participant deferral / active EE | $1,219 | $8,428-85.5% | $8,070-84.9% | $6,688-81.8% |
| Admin fee / account holder | $257 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |