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 5-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 | $15,429 | $111,535-86.2% | $105,223-85.3% | $137,256-88.8% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 16.15% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $577 | $3,939-85.4% | $3,689-84.4% | $4,156-86.1% |
| Participant deferral / active EE | $918 | $5,500-83.3% | $5,072-81.9% | $6,407-85.7% |
| Admin fee / account holder | $122 | $9,721-98.7% | $8,859-98.6% | $12,270-99.0% |