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 | $14,677 | $154,365-90.5% | $130,231-88.7% | $139,434-89.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 14.14% | 30.34%-16.2pp | 38.77%-24.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $693 | $5,170-86.6% | $4,126-83.2% | $4,751-85.4% |
| Participant deferral / active EE | $1,733 | $8,498-79.6% | $6,799-74.5% | $6,710-74.2% |
| Admin fee / account holder | $113 | $9,214-98.8% | $6,020-98.1% | $11,403-99.0% |