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 6-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 | $13,774 | $106,515-87.1% | $96,683-85.8% | $139,434-90.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.72% | 38.43%-20.7pp | 35.69%-18.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $120 | $4,103-97.1% | $3,737-96.8% | $4,751-97.5% |
| Participant deferral / active EE | $1,224 | $5,454-77.6% | $4,878-74.9% | $6,710-81.8% |
| Admin fee / account holder | $36 | $7,877-99.5% | $6,730-99.5% | $11,403-99.7% |