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 5-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 | $48,825 | $159,602-69.4% | $150,045-67.5% | $142,382-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.59% | 70.24%-54.6pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $561 | $4,961-88.7% | $4,693-88.0% | $4,299-87.0% |
| Participant deferral / active EE | $561 | $8,310-93.2% | $7,997-93.0% | $6,507-91.4% |
| Admin fee / account holder | $120 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |