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 | $15,697 | $106,515-85.3% | $96,683-83.8% | $139,434-88.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 15.69% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $362 | $4,103-91.2% | $3,737-90.3% | $4,751-92.4% |
| Participant deferral / active EE | $859 | $5,454-84.2% | $4,878-82.4% | $6,710-87.2% |
| Admin fee / account holder | $296 | $7,877-96.2% | $6,730-95.6% | $11,403-97.4% |