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 | $13,309 | $92,703-85.6% | $82,719-83.9% | $134,475-90.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | 4.40% | 944.92%-940.5pp | 701.18%-696.8pp | 417.96%-413.6pp |
| Employer contribution / active EE | $126 | $3,274-96.1% | $3,009-95.8% | $4,740-97.3% |
| Participant deferral / active EE | $38 | $4,802-99.2% | $4,395-99.1% | $6,400-99.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |