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 | $20,164 | $111,754-82.0% | $103,333-80.5% | $145,922-86.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.36% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $688 | $4,212-83.7% | $3,868-82.2% | $4,660-85.2% |
| Participant deferral / active EE | $1,375 | $5,619-75.5% | $5,057-72.8% | $6,688-79.4% |
| Admin fee / account holder | $217 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |