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 | $8,461 | $90,348-90.6% | $75,972-88.9% | $145,922-94.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.71% | 620.88%-610.2pp | 359.55%-348.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $180 | $3,311-94.6% | $2,685-93.3% | $4,660-96.1% |
| Participant deferral / active EE | $180 | $5,162-96.5% | $4,255-95.8% | $6,688-97.3% |
| Admin fee / account holder | $37 | $8,467-99.6% | $6,467-99.4% | $13,397-99.7% |