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 4-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 | $22,265 | $165,984-86.6% | $164,813-86.5% | $145,922-84.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.88% | 100.03%-87.1pp | 69.93%-57.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $119 | $5,273-97.7% | $4,341-97.3% | $4,660-97.5% |
| Participant deferral / active EE | $202 | $6,959-97.1% | $6,031-96.7% | $6,688-97.0% |
| Admin fee / account holder | $94 | $16,648-99.4% | $12,690-99.3% | $13,397-99.3% |