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 | $15,766 | $202,432-92.2% | $169,368-90.7% | $139,434-88.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.75% | 531.74%-517.0pp | 405.60%-390.8pp | 372.94%-358.2pp |
| Employer contribution / active EE | $167 | $4,692-96.4% | $4,013-95.8% | $4,751-96.5% |
| Participant deferral / active EE | $322 | $6,938-95.4% | $6,221-94.8% | $6,710-95.2% |
| Admin fee / account holder | $294 | $10,708-97.3% | $9,003-96.7% | $11,403-97.4% |