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 | $16,968 | $111,535-84.8% | $105,223-83.9% | $137,256-87.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.38% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $737 | $3,939-81.3% | $3,689-80.0% | $4,156-82.3% |
| Participant deferral / active EE | $847 | $5,500-84.6% | $5,072-83.3% | $6,407-86.8% |
| Admin fee / account holder | $298 | $9,721-96.9% | $8,859-96.6% | $12,270-97.6% |