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 | $9,007 | $97,125-90.7% | $86,233-89.6% | $137,256-93.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 18.33% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $146 | $2,841-94.9% | $2,504-94.2% | $4,156-96.5% |
| Participant deferral / active EE | $202 | $5,180-96.1% | $4,559-95.6% | $6,407-96.8% |
| Admin fee / account holder | $101 | $9,725-99.0% | $8,342-98.8% | $12,270-99.2% |