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 5-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 | $91,545 | $183,519-50.1% | $155,509-41.1% | $145,922-37.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.32% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-546.0pp |
| Employer contribution / active EE | $102 | $5,313-98.1% | $4,672-97.8% | $4,660-97.8% |
| Participant deferral / active EE | $128 | $6,462-98.0% | $5,626-97.7% | $6,688-98.1% |
| Admin fee / account holder | $53 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |