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 10-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 | $13,445 | $77,899-82.7% | $149,673-91.0% | $75,163-82.1% |
| Participation rate | 98.8% | 65.6%+33.2pp | 78.8%+20.1pp | 67.2%+31.6pp |
| Annual return | 18.73% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $365 | $3,137-88.4% | $4,818-92.4% | $2,670-86.3% |
| Participant deferral / active EE | $745 | $3,411-78.2% | $5,680-86.9% | $4,125-81.9% |
| Admin fee / account holder | $182 | $5,956-97.0% | $13,210-98.6% | $5,651-96.8% |