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 | $20,682 | $105,859-80.5% | $90,160-77.1% | $147,584-86.0% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 12.99% | 37.63%-24.6pp | 34.88%-21.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $154 | $4,126-96.3% | $3,318-95.3% | $4,876-96.8% |
| Participant deferral / active EE | $460 | $5,733-92.0% | $5,288-91.3% | $5,439-91.5% |
| Admin fee / account holder | $198 | $8,046-97.5% | $5,943-96.7% | $10,885-98.2% |