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 10-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 | $13,831 | $72,400-80.9% | $67,502-79.5% | $145,922-90.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.49% | 7182.46%-7172.0pp | 3512.12%-3501.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $723 | $4,783-84.9% | $4,000-81.9% | $6,688-89.2% |
| Admin fee / account holder | $6 | $5,539-99.9% | $3,998-99.9% | $13,397-100.0% |