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 6-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 | $46,485 | $210,648-77.9% | $177,989-73.9% | $145,922-68.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.90% | 385.86%-373.0pp | 294.48%-281.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $333 | $4,565-92.7% | $3,949-91.6% | $4,660-92.9% |
| Participant deferral / active EE | $883 | $6,958-87.3% | $6,276-85.9% | $6,688-86.8% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |