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 | $35,984 | $148,534-75.8% | $135,903-73.5% | $139,434-74.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 81.79% | 79.19%+2.6pp | 68.23%+13.6pp | 372.94%-291.2pp |
| Employer contribution / active EE | $34 | $5,243-99.4% | $4,856-99.3% | $4,751-99.3% |
| Participant deferral / active EE | $759 | $8,100-90.6% | $7,758-90.2% | $6,710-88.7% |
| Admin fee / account holder | $204 | $12,400-98.4% | $10,762-98.1% | $11,403-98.2% |