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 | $25,564 | $89,355-71.4% | $141,162-81.9% | $72,985-65.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.21% | 111.85%-89.6pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $280 | $3,114-91.0% | $4,735-94.1% | $2,440-88.5% |
| Participant deferral / active EE | $1,756 | $5,418-67.6% | $6,709-73.8% | $3,607-51.3% |
| Admin fee / account holder | $5 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |