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 9-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 | $17,059 | $97,757-82.6% | $83,848-79.7% | $135,375-87.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 67.99% | 1287.37%-1219.4pp | 850.88%-782.9pp | 519.73%-451.7pp |
| Employer contribution / active EE | $530 | $4,222-87.4% | $3,631-85.4% | $4,779-88.9% |
| Participant deferral / active EE | $530 | $4,682-88.7% | $4,082-87.0% | $5,609-90.6% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |