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 | $11,549 | $96,635-88.0% | $86,612-86.7% | $139,434-91.7% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 19.02% | 106.41%-87.4pp | 591.07%-572.0pp | 372.94%-353.9pp |
| Employer contribution / active EE | $252 | $3,263-92.3% | $3,022-91.7% | $4,751-94.7% |
| Participant deferral / active EE | $588 | $4,836-87.8% | $4,438-86.8% | $6,710-91.2% |
| Admin fee / account holder | $106 | $6,408-98.3% | $5,614-98.1% | $11,403-99.1% |