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 3-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 | $5,389 | $104,974-94.9% | $95,585-94.4% | $142,382-96.2% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 18.73% | 210.33%-191.6pp | 38.56%-19.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $50 | $2,779-98.2% | $2,527-98.0% | $4,299-98.8% |
| Participant deferral / active EE | $60 | $4,352-98.6% | $4,023-98.5% | $6,507-99.1% |
| Admin fee / account holder | $13 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |