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 | $3,703 | $74,888-95.1% | $71,209-94.8% | $142,382-97.4% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 15.00% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $240 | $2,854-91.6% | $2,721-91.2% | $4,299-94.4% |
| Participant deferral / active EE | $381 | $4,454-91.5% | $4,175-90.9% | $6,507-94.2% |
| Admin fee / account holder | $138 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |