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 | $27,702 | $157,256-82.4% | $141,162-80.4% | $152,861-81.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.00% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $390 | $5,261-92.6% | $4,735-91.8% | $4,762-91.8% |
| Participant deferral / active EE | $2,254 | $7,109-68.3% | $6,709-66.4% | $5,850-61.5% |
| Admin fee / account holder | $29 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |