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 | $99,591 | $144,119-30.9% | $117,854-15.5% | $147,584-32.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.72% | 531.15%-514.4pp | 335.08%-318.4pp | 578.55%-561.8pp |
| Employer contribution / active EE | $674 | $4,896-86.2% | $3,786-82.2% | $4,876-86.2% |
| Participant deferral / active EE | $675 | $5,316-87.3% | $4,482-84.9% | $5,439-87.6% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |