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 | $32,201 | $102,604-68.6% | $86,188-62.6% | $139,434-76.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.09% | 1922.51%-1907.4pp | 1168.45%-1153.4pp | 372.94%-357.8pp |
| Employer contribution / active EE | $418 | $3,032-86.2% | $2,380-82.5% | $4,751-91.2% |
| Participant deferral / active EE | $209 | $4,676-95.5% | $3,985-94.8% | $6,710-96.9% |
| Admin fee / account holder | $24 | $8,657-99.7% | $6,852-99.6% | $11,403-99.8% |