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 8-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 | $10,435 | $95,266-89.0% | $82,389-87.3% | $142,382-92.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.26% | 25.74%-13.5pp | 28.67%-16.4pp | 217.08%-204.8pp |
| Employer contribution / active EE | $65 | $2,991-97.8% | $2,517-97.4% | $4,299-98.5% |
| Participant deferral / active EE | $721 | $4,809-85.0% | $4,155-82.6% | $6,507-88.9% |
| Admin fee / account holder | $183 | $8,563-97.9% | $7,231-97.5% | $12,624-98.5% |