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 | $39,806 | $98,240-59.5% | $82,313-51.6% | $147,584-73.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.83% | 30.85%-15.0pp | 25.88%-10.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $120 | $3,192-96.2% | $2,428-95.1% | $4,876-97.5% |
| Participant deferral / active EE | $120 | $4,383-97.3% | $3,706-96.8% | $5,439-97.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |