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 | $0 | $69,207-100.0% | $64,056-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 10.53% | 45.88%-35.3pp | 33.69%-23.2pp | 372.94%-362.4pp |
| Employer contribution / active EE | $149 | $3,182-95.3% | $2,747-94.6% | $4,751-96.9% |
| Participant deferral / active EE | $624 | $4,682-86.7% | $3,880-83.9% | $6,710-90.7% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |