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 | $47,356 | $144,119-67.1% | $117,854-59.8% | $147,584-67.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.60% | 531.15%-512.5pp | 335.08%-316.5pp | 578.55%-559.9pp |
| Employer contribution / active EE | $625 | $4,896-87.2% | $3,786-83.5% | $4,876-87.2% |
| Participant deferral / active EE | $665 | $5,316-87.5% | $4,482-85.2% | $5,439-87.8% |
| Admin fee / account holder | $2 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |