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 | $44,016 | $105,859-58.4% | $90,160-51.2% | $147,584-70.2% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 13.13% | 37.63%-24.5pp | 34.88%-21.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $292 | $4,126-92.9% | $3,318-91.2% | $4,876-94.0% |
| Participant deferral / active EE | $972 | $5,733-83.1% | $5,288-81.6% | $5,439-82.1% |
| Admin fee / account holder | $9 | $8,046-99.9% | $5,943-99.8% | $10,885-99.9% |