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 | $39,295 | $124,425-68.4% | $112,040-64.9% | $137,256-71.4% |
| Participation rate | 76.2% | 79.3%-3.1pp | 76.5%-0.3pp | 80.0%-3.8pp |
| Annual return | 12.94% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $20 | $3,411-99.4% | $2,954-99.3% | $4,156-99.5% |
| Participant deferral / active EE | $1,009 | $5,718-82.4% | $5,098-80.2% | $6,407-84.3% |
| Admin fee / account holder | $34 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |