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 | $28,828 | $201,272-85.7% | $184,203-84.4% | $145,922-80.2% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 11.29% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,317 | $7,022-81.2% | $6,427-79.5% | $4,660-71.7% |
| Participant deferral / active EE | $1,847 | $9,806-81.2% | $9,131-79.8% | $6,688-72.4% |
| Admin fee / account holder | $153 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |