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 | $26,719 | $157,256-83.0% | $141,162-81.1% | $152,861-82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.77% | 64.32%-35.6pp | 71.39%-42.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $856 | $5,261-83.7% | $4,735-81.9% | $4,762-82.0% |
| Participant deferral / active EE | $856 | $7,109-88.0% | $6,709-87.2% | $5,850-85.4% |
| Admin fee / account holder | $138 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |