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 6-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 | $21,052 | $202,432-89.6% | $169,368-87.6% | $139,434-84.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.00% | 531.74%-512.7pp | 405.60%-386.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $228 | $4,692-95.1% | $4,013-94.3% | $4,751-95.2% |
| Participant deferral / active EE | $228 | $6,938-96.7% | $6,221-96.3% | $6,710-96.6% |
| Admin fee / account holder | $114 | $10,708-98.9% | $9,003-98.7% | $11,403-99.0% |