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 | $19,221 | $102,604-81.3% | $86,188-77.7% | $139,434-86.2% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 11.85% | 1922.51%-1910.7pp | 1168.45%-1156.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $464 | $3,032-84.7% | $2,380-80.5% | $4,751-90.2% |
| Participant deferral / active EE | $1,079 | $4,676-76.9% | $3,985-72.9% | $6,710-83.9% |
| Admin fee / account holder | $49 | $8,657-99.4% | $6,852-99.3% | $11,403-99.6% |