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 10-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 | $15,834 | $84,149-81.2% | $76,080-79.2% | $167,490-90.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 11.21% | 54.99%-43.8pp | 42.50%-31.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $911 | $4,618-80.3% | $3,962-77.0% | $4,837-81.2% |
| Participant deferral / active EE | $500 | $5,796-91.4% | $4,905-89.8% | $6,341-92.1% |
| Admin fee / account holder | $285 | $6,410-95.6% | $4,883-94.2% | $12,309-97.7% |