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 5-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 | $157,256-100.0% | $141,162-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.4%-82.4pp |
| Annual return | 18.82% | 64.32%-45.5pp | 71.39%-52.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $792 | $5,261-84.9% | $4,735-83.3% | $4,762-83.4% |
| Participant deferral / active EE | $1,354 | $7,109-81.0% | $6,709-79.8% | $5,850-76.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |