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 8-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 | $15,646 | $96,635-83.8% | $86,612-81.9% | $139,434-88.8% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 12.79% | 106.41%-93.6pp | 591.07%-578.3pp | 372.94%-360.2pp |
| Employer contribution / active EE | $313 | $3,263-90.4% | $3,022-89.6% | $4,751-93.4% |
| Participant deferral / active EE | $615 | $4,836-87.3% | $4,438-86.1% | $6,710-90.8% |
| Admin fee / account holder | $28 | $6,408-99.6% | $5,614-99.5% | $11,403-99.8% |