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 | $12,261 | $169,032-92.7% | $129,207-90.5% | $145,922-91.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.08% | 14330.11%-14314.0pp | 9417.33%-9401.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $83 | $5,537-98.5% | $4,153-98.0% | $4,660-98.2% |
| Participant deferral / active EE | $104 | $4,987-97.9% | $4,168-97.5% | $6,688-98.4% |
| Admin fee / account holder | $49 | $9,954-99.5% | $7,715-99.4% | $13,397-99.6% |