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 | $18,213 | $138,044-86.8% | $125,339-85.5% | $134,475-86.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.41% | 750.33%-748.9pp | 572.05%-570.6pp | 417.96%-416.6pp |
| Employer contribution / active EE | $764 | $5,243-85.4% | $4,814-84.1% | $4,740-83.9% |
| Participant deferral / active EE | $1,274 | $7,799-83.7% | $7,446-82.9% | $6,400-80.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |