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 | $74,311 | $144,119-48.4% | $117,854-36.9% | $147,584-49.6% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 18.02% | 531.15%-513.1pp | 335.08%-317.1pp | 578.55%-560.5pp |
| Employer contribution / active EE | $706 | $4,896-85.6% | $3,786-81.3% | $4,876-85.5% |
| Participant deferral / active EE | $831 | $5,316-84.4% | $4,482-81.5% | $5,439-84.7% |
| Admin fee / account holder | $7 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |