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 4-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 | $28,086 | $159,901-82.4% | $146,958-80.9% | $145,922-80.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 21.81% | 98.13%-76.3pp | 418.34%-396.5pp | 561.29%-539.5pp |
| Employer contribution / active EE | $873 | $5,286-83.5% | $4,933-82.3% | $4,660-81.3% |
| Participant deferral / active EE | $2,310 | $8,428-72.6% | $8,070-71.4% | $6,688-65.5% |
| Admin fee / account holder | $189 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |