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 7-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 | $37,137 | $113,935-67.4% | $94,224-60.6% | $125,391-70.4% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | 46.06% | 5.29%+40.8pp | 10.68%+35.4pp | 282.22%-236.2pp |
| Employer contribution / active EE | $222 | $4,727-95.3% | $3,587-93.8% | $4,866-95.4% |
| Participant deferral / active EE | $262 | $5,179-94.9% | $4,320-93.9% | $5,352-95.1% |
| Admin fee / account holder | $90 | $8,391-98.9% | $6,269-98.6% | $9,540-99.1% |