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 | $107,934-100.0% | $91,989-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.4%-82.4pp |
| Annual return | 19.67% | 89.24%-69.6pp | 69.02%-49.3pp | 345.32%-325.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,834 | $6,364-71.2% | $5,923-69.0% | $5,850-68.6% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |