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 | $20,664 | $58,927-64.9% | $76,817-73.1% | $72,985-71.7% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.41% | 2305.64%-2288.2pp | 1166.11%-1148.7pp | 81.00%-63.6pp |
| Employer contribution / active EE | $184 | $1,787-89.7% | $2,302-92.0% | $2,440-92.5% |
| Participant deferral / active EE | $916 | $2,690-66.0% | $3,336-72.5% | $3,607-74.6% |
| Admin fee / account holder | $280 | $4,013-93.0% | $6,420-95.6% | $5,124-94.5% |