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 6-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 | $25,217 | $159,901-84.2% | $146,958-82.8% | $145,922-82.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 17.17% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $952 | $5,286-82.0% | $4,933-80.7% | $4,660-79.6% |
| Participant deferral / active EE | $2,294 | $8,428-72.8% | $8,070-71.6% | $6,688-65.7% |
| Admin fee / account holder | $162 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |