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 5-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 | $8,967 | $72,071-87.6% | $68,368-86.9% | $137,256-93.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 19.28% | 353.14%-333.9pp | 292.57%-273.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $210 | $2,788-92.5% | $2,649-92.1% | $4,156-94.9% |
| Participant deferral / active EE | $487 | $4,410-88.9% | $4,123-88.2% | $6,407-92.4% |
| Admin fee / account holder | $97 | $5,336-98.2% | $5,150-98.1% | $12,270-99.2% |