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 | $24,632 | $93,571-73.7% | $135,903-81.9% | $75,163-67.2% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 51.16% | 30.90%+20.3pp | 68.23%-17.1pp | 160.62%-109.5pp |
| Employer contribution / active EE | $11 | $3,537-99.7% | $4,856-99.8% | $2,670-99.6% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $8 | $6,975-99.9% | $10,762-99.9% | $5,651-99.9% |