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 | $29,292 | $127,386-77.0% | $115,037-74.5% | $125,391-76.6% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | 0.36% | 31.28%-30.9pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $56 | $5,166-98.9% | $4,608-98.8% | $4,866-98.9% |
| Participant deferral / active EE | $1,283 | $6,423-80.0% | $6,026-78.7% | $5,352-76.0% |
| Admin fee / account holder | $4 | $9,516-100.0% | $8,175-99.9% | $9,540-100.0% |