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 | $26,194 | $117,983-77.8% | $101,794-74.3% | $142,382-81.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 31.01% | 36.92%-5.9pp | 30.53%+0.5pp | 217.08%-186.1pp |
| Employer contribution / active EE | $364 | $2,773-86.9% | $2,289-84.1% | $4,299-91.5% |
| Participant deferral / active EE | $742 | $4,714-84.3% | $4,084-81.8% | $6,507-88.6% |
| Admin fee / account holder | $5 | $10,433-100.0% | $8,777-99.9% | $12,624-100.0% |