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 | $30,405 | $163,101-81.4% | $136,749-77.8% | $142,382-78.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.99% | 27.54%-12.6pp | 24.33%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $390 | $4,117-90.5% | $3,400-88.5% | $4,299-90.9% |
| Participant deferral / active EE | $375 | $5,585-93.3% | $4,692-92.0% | $6,507-94.2% |
| Admin fee / account holder | $299 | $14,318-97.9% | $11,386-97.4% | $12,624-97.6% |