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 6-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 | $6,490 | $95,266-93.2% | $82,389-92.1% | $142,382-95.4% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.5%+3.2pp | 80.1%-7.4pp |
| Annual return | 16.82% | 25.74%-8.9pp | 28.67%-11.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $252 | $2,991-91.6% | $2,517-90.0% | $4,299-94.1% |
| Participant deferral / active EE | $550 | $4,809-88.6% | $4,155-86.8% | $6,507-91.5% |
| Admin fee / account holder | $250 | $8,563-97.1% | $7,231-96.5% | $12,624-98.0% |