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 | $46,553 | $124,319-62.6% | $111,297-58.2% | $167,490-72.2% |
| Participation rate | 70.6% | 79.6%-9.0pp | 77.3%-6.7pp | 82.1%-11.5pp |
| Annual return | 12.42% | 37.44%-25.0pp | 54.65%-42.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $221 | $3,435-93.6% | $2,731-91.9% | $4,837-95.4% |
| Participant deferral / active EE | $736 | $5,180-85.8% | $4,487-83.6% | $6,341-88.4% |
| Admin fee / account holder | $57 | $10,618-99.5% | $7,964-99.3% | $12,309-99.5% |