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 8-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 | $76,478 | $162,322-52.9% | $135,903-43.7% | - |
| Participation rate | 99.0% | 71.5%+27.5pp | 81.9%+17.1pp | - |
| Annual return | 39.54% | 15.15%+24.4pp | 68.23%-28.7pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,856-100.0% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,758-100.0% | - |
| Admin fee / account holder | $131 | $23,877-99.5% | $10,762-98.8% | - |