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 | $40,567 | $99,341-59.2% | $84,750-52.1% | $273,961-85.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.36% | 22.93%-12.6pp | 22.78%-12.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $131 | $4,214-96.9% | $3,574-96.3% | $4,869-97.3% |
| Participant deferral / active EE | $961 | $4,269-77.5% | $3,712-74.1% | $5,287-81.8% |
| Admin fee / account holder | $164 | $6,644-97.5% | $5,332-96.9% | $10,132-98.4% |