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 | $30,755 | $98,240-68.7% | $82,313-62.6% | $147,584-79.2% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 18.52% | 30.85%-12.3pp | 25.88%-7.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $387 | $3,192-87.9% | $2,428-84.1% | $4,876-92.1% |
| Participant deferral / active EE | $1,322 | $4,383-69.8% | $3,706-64.3% | $5,439-75.7% |
| Admin fee / account holder | $174 | $8,563-98.0% | $5,608-96.9% | $10,885-98.4% |