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 | $19,969 | $148,534-86.6% | $135,903-85.3% | $139,434-85.7% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 30.23% | 79.19%-49.0pp | 68.23%-38.0pp | 372.94%-342.7pp |
| Employer contribution / active EE | $314 | $5,243-94.0% | $4,856-93.5% | $4,751-93.4% |
| Participant deferral / active EE | $733 | $8,100-90.9% | $7,758-90.6% | $6,710-89.1% |
| Admin fee / account holder | $8 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |