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 3-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 | $2,054 | $74,888-97.3% | $71,209-97.1% | $142,382-98.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 31.07% | 345.14%-314.1pp | 282.51%-251.4pp | 217.08%-186.0pp |
| Employer contribution / active EE | $284 | $2,854-90.1% | $2,721-89.6% | $4,299-93.4% |
| Participant deferral / active EE | $450 | $4,454-89.9% | $4,175-89.2% | $6,507-93.1% |
| Admin fee / account holder | $15 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |