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 4-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 | $47,019 | $209,336-77.5% | $197,124-76.1% | $137,256-65.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.62% | 48.09%-35.5pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $918 | $6,591-86.1% | $6,227-85.3% | $4,156-77.9% |
| Participant deferral / active EE | $2,324 | $9,614-75.8% | $9,135-74.6% | $6,407-63.7% |
| Admin fee / account holder | $152 | $17,308-99.1% | $16,298-99.1% | $12,270-98.8% |