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 4-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 | $88,464 | $140,940-37.2% | $112,229-21.2% | $139,434-36.6% |
| Participation rate | 90.9% | 79.2%+11.7pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 17.70% | 32.71%-15.0pp | 30.20%-12.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,165 | $5,874-80.2% | $4,798-75.7% | $6,710-82.6% |
| Admin fee / account holder | $297 | $9,954-97.0% | $7,748-96.2% | $11,403-97.4% |