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 | $90,348-87.0% | $75,972-84.5% | $145,922-91.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.84% | 620.88%-608.0pp | 359.55%-346.7pp | 561.29%-548.4pp |
| Employer contribution / active EE | $24 | $3,311-99.3% | $2,685-99.1% | $4,660-99.5% |
| Participant deferral / active EE | $777 | $5,162-84.9% | $4,255-81.7% | $6,688-88.4% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |