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 6-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 | $22,693 | $159,602-85.8% | $150,045-84.9% | $142,382-84.1% |
| Participation rate | 70.8% | 84.0%-13.1pp | 82.3%-11.5pp | 80.1%-9.3pp |
| Annual return | 16.44% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $725 | $4,961-85.4% | $4,693-84.5% | $4,299-83.1% |
| Participant deferral / active EE | $2,003 | $8,310-75.9% | $7,997-74.9% | $6,507-69.2% |
| Admin fee / account holder | $216 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |