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 | $64,979 | $209,336-69.0% | $197,124-67.0% | $137,256-52.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.85% | 48.09%-32.2pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3 | $6,591-100.0% | $6,227-100.0% | $4,156-99.9% |
| Participant deferral / active EE | $149 | $9,614-98.5% | $9,135-98.4% | $6,407-97.7% |
| Admin fee / account holder | $146 | $17,308-99.2% | $16,298-99.1% | $12,270-98.8% |