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 9-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 | $27,953 | $210,648-86.7% | $177,989-84.3% | $145,922-80.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 24.21% | 385.86%-361.6pp | 294.48%-270.3pp | 561.29%-537.1pp |
| Employer contribution / active EE | $402 | $4,565-91.2% | $3,949-89.8% | $4,660-91.4% |
| Participant deferral / active EE | $502 | $6,958-92.8% | $6,276-92.0% | $6,688-92.5% |
| Admin fee / account holder | $51 | $12,013-99.6% | $10,363-99.5% | $13,397-99.6% |