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 9-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 | $85,307 | $160,055-46.7% | $140,016-39.1% | $135,375-37.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 6.62% | 911.38%-904.8pp | 651.12%-644.5pp | 519.73%-513.1pp |
| Employer contribution / active EE | $452 | $6,420-93.0% | $5,606-91.9% | $4,779-90.5% |
| Participant deferral / active EE | $1,888 | $7,642-75.3% | $6,927-72.7% | $5,609-66.3% |
| Admin fee / account holder | $22 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |