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 | $28,114 | $111,301-74.7% | $112,977-75.1% | $158,922-82.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 14.81% | 26.40%-11.6pp | 24.24%-9.4pp | 302.83%-288.0pp |
| Employer contribution / active EE | $650 | $4,471-85.5% | $4,255-84.7% | $4,761-86.3% |
| Participant deferral / active EE | $650 | $5,880-88.9% | $5,836-88.9% | $5,982-89.1% |
| Admin fee / account holder | $174 | $8,392-97.9% | $6,294-97.2% | $11,246-98.5% |