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 | $2,614 | $74,888-96.5% | $71,209-96.3% | $142,382-98.2% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.8%-1.5pp | 80.1%-7.9pp |
| Annual return | 25.12% | 345.14%-320.0pp | 282.51%-257.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $234 | $2,854-91.8% | $2,721-91.4% | $4,299-94.5% |
| Participant deferral / active EE | $337 | $4,454-92.4% | $4,175-91.9% | $6,507-94.8% |
| Admin fee / account holder | $5 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |