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 | $74,888-92.3% | $71,209-91.9% | $142,382-95.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 21.18% | 345.14%-324.0pp | 282.51%-261.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $30 | $2,854-98.9% | $2,721-98.9% | $4,299-99.3% |
| Participant deferral / active EE | $549 | $4,454-87.7% | $4,175-86.9% | $6,507-91.6% |
| Admin fee / account holder | $24 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |