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 | $37,033 | $72,277-48.8% | $101,248-63.4% | $79,858-53.6% |
| Participation rate | 84.6% | 68.5%+16.2pp | 75.8%+8.8pp | 69.6%+15.0pp |
| Annual return | 18.54% | 22.30%-3.8pp | 46.47%-27.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $52 | $2,692-98.1% | $3,660-98.6% | $2,471-97.9% |
| Participant deferral / active EE | $482 | $3,282-85.3% | $4,370-89.0% | $3,740-87.1% |
| Admin fee / account holder | $150 | $4,400-96.6% | $5,945-97.5% | $5,306-97.2% |