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 9-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 | $20,104 | $65,685-69.4% | $57,179-64.8% | $273,961-92.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.81% | 21.99%-15.2pp | 14.59%-7.8pp | 41.45%-34.6pp |
| Employer contribution / active EE | $80 | $3,279-97.6% | $2,682-97.0% | $4,869-98.4% |
| Participant deferral / active EE | $150 | $3,782-96.0% | $3,096-95.2% | $5,287-97.2% |
| Admin fee / account holder | $203 | $4,835-95.8% | $3,139-93.5% | $10,132-98.0% |