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 8-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 | $58,557 | $103,376-43.4% | $87,100-32.8% | $152,861-61.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 43.96% | 28.10%+15.9pp | 28.19%+15.8pp | 345.32%-301.4pp |
| Employer contribution / active EE | $318 | $3,220-90.1% | $2,521-87.4% | $4,762-93.3% |
| Participant deferral / active EE | $318 | $4,778-93.3% | $4,049-92.1% | $5,850-94.6% |
| Admin fee / account holder | $23 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |