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 10-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 | $0 | $426,113-100.0% | $289,028-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 86.2%-86.2pp | 78.0%-78.0pp | 85.6%-85.6pp |
| Annual return | 18.01% | 260.96%-243.0pp | 243.94%-225.9pp | 396.79%-378.8pp |
| Employer contribution / active EE | $16,819 | $8,831+90.4% | $6,326+165.9% | $7,508+124.0% |
| Participant deferral / active EE | $20,375 | $6,238+226.7% | $4,804+324.2% | $5,521+269.1% |
| Admin fee / account holder | $0 | $18,206-100.0% | $14,050-100.0% | $28,387-100.0% |