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 | $11,789 | $90,397-87.0% | $76,002-84.5% | $145,959-91.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.84% | 621.97%-609.1pp | 360.07%-347.2pp | 561.95%-549.1pp |
| Employer contribution / active EE | $24 | $3,317-99.3% | $2,688-99.1% | $4,661-99.5% |
| Participant deferral / active EE | $777 | $5,163-84.9% | $4,257-81.7% | $6,689-88.4% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |