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 5-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 | $41,535 | $176,056-76.4% | $159,436-73.9% | $167,490-75.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $468 | $5,297-91.2% | $4,829-90.3% | $4,837-90.3% |
| Participant deferral / active EE | $670 | $7,750-91.4% | $7,352-90.9% | $6,341-89.4% |
| Admin fee / account holder | $11 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |