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 | $5,128 | $74,888-93.2% | $71,209-92.8% | $142,382-96.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.08% | 345.14%-323.1pp | 282.51%-260.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $184 | $2,854-93.6% | $2,721-93.2% | $4,299-95.7% |
| Participant deferral / active EE | $331 | $4,454-92.6% | $4,175-92.1% | $6,507-94.9% |
| Admin fee / account holder | $27 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |