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 | $161,352-81.2% | $134,172-77.3% | $137,256-77.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.99% | 28.72%-13.7pp | 25.30%-10.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $390 | $4,099-90.5% | $3,420-88.6% | $4,156-90.6% |
| Participant deferral / active EE | $375 | $5,552-93.2% | $4,690-92.0% | $6,407-94.1% |
| Admin fee / account holder | $299 | $15,028-98.0% | $12,016-97.5% | $12,270-97.6% |