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 | $33,300 | $111,724-70.2% | $93,606-64.4% | $145,922-77.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 78.42% | 202.98%-124.6pp | 133.20%-54.8pp | 561.29%-482.9pp |
| Employer contribution / active EE | $131 | $3,090-95.8% | $2,420-94.6% | $4,660-97.2% |
| Participant deferral / active EE | $126 | $4,912-97.4% | $4,411-97.1% | $6,688-98.1% |
| Admin fee / account holder | $186 | $10,250-98.2% | $8,285-97.8% | $13,397-98.6% |