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 7-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 | $85,458 | $159,901-46.6% | $146,958-41.8% | $145,922-41.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.14% | 98.13%-67.0pp | 418.34%-387.2pp | 561.29%-530.1pp |
| Employer contribution / active EE | $275 | $5,286-94.8% | $4,933-94.4% | $4,660-94.1% |
| Participant deferral / active EE | $343 | $8,428-95.9% | $8,070-95.7% | $6,688-94.9% |
| Admin fee / account holder | $60 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |