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 9-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 | $35,442 | $138,044-74.3% | $125,339-71.7% | $134,475-73.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.19% | 750.33%-747.1pp | 572.05%-568.9pp | 417.96%-414.8pp |
| Employer contribution / active EE | $794 | $5,243-84.9% | $4,814-83.5% | $4,740-83.2% |
| Participant deferral / active EE | $794 | $7,799-89.8% | $7,446-89.3% | $6,400-87.6% |
| Admin fee / account holder | $107 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |