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 | $183,592-50.1% | $155,567-41.2% | $145,959-37.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.32% | 61.24%-45.9pp | 64.74%-49.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $102 | $5,315-98.1% | $4,674-97.8% | $4,661-97.8% |
| Participant deferral / active EE | $128 | $6,464-98.0% | $5,628-97.7% | $6,689-98.1% |
| Admin fee / account holder | $53 | $19,318-99.7% | $15,916-99.7% | $13,398-99.6% |