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 | $5,779 | $72,071-92.0% | $68,368-91.5% | $137,256-95.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 21.18% | 353.14%-332.0pp | 292.57%-271.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $30 | $2,788-98.9% | $2,649-98.9% | $4,156-99.3% |
| Participant deferral / active EE | $549 | $4,410-87.6% | $4,123-86.7% | $6,407-91.4% |
| Admin fee / account holder | $24 | $5,336-99.6% | $5,150-99.5% | $12,270-99.8% |