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 7-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 | $16,760 | $111,754-85.0% | $103,333-83.8% | $145,922-88.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.51% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $655 | $4,212-84.4% | $3,868-83.1% | $4,660-85.9% |
| Participant deferral / active EE | $1,388 | $5,619-75.3% | $5,057-72.6% | $6,688-79.3% |
| Admin fee / account holder | $15 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |