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 | $102,604-100.0% | $86,188-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 14.54% | 1922.51%-1908.0pp | 1168.45%-1153.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $18 | $3,032-99.4% | $2,380-99.3% | $4,751-99.6% |
| Participant deferral / active EE | $325 | $4,676-93.0% | $3,985-91.8% | $6,710-95.2% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |