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 | $24,539 | $114,381-78.5% | $107,525-77.2% | $142,382-82.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 19.97% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $635 | $4,015-84.2% | $3,754-83.1% | $4,299-85.2% |
| Participant deferral / active EE | $1,176 | $5,564-78.9% | $5,116-77.0% | $6,507-81.9% |
| Admin fee / account holder | $135 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |