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 | $58,479 | $198,466-70.5% | $170,442-65.7% | $147,584-60.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.52% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $225 | $6,184-96.4% | $5,433-95.9% | $4,876-95.4% |
| Participant deferral / active EE | $225 | $5,629-96.0% | $4,939-95.4% | $5,439-95.9% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |