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 | $10,103 | $30,400-66.8% | $53,898-81.3% | $84,808-88.1% |
| Participation rate | 89.6% | 46.4%+43.1pp | 55.0%+34.6pp | 68.3%+21.3pp |
| Annual return | 15.12% | 500.19%-485.1pp | 528.60%-513.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $187 | $1,199-84.4% | $1,826-89.8% | $4,212-95.6% |
| Admin fee / account holder | $220 | $1,993-89.0% | $2,491-91.2% | $7,344-97.0% |