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 4-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 | $14,724 | $114,381-87.1% | $107,525-86.3% | $142,382-89.7% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 60.10% | 242.71%-182.6pp | 181.32%-121.2pp | 217.08%-157.0pp |
| Employer contribution / active EE | $256 | $4,015-93.6% | $3,754-93.2% | $4,299-94.0% |
| Participant deferral / active EE | $440 | $5,564-92.1% | $5,116-91.4% | $6,507-93.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |