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 7-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 | $6,486 | $88,751-92.7% | $81,812-92.1% | $145,922-95.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.22% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $590 | $4,643-87.3% | $4,319-86.3% | $6,688-91.2% |
| Admin fee / account holder | $68 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |