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 | $444,907-100.0% | $304,612-100.0% | $382,429-100.0% |
| Participation rate | 0.0% | 89.6%-89.6pp | 81.9%-81.9pp | 87.7%-87.7pp |
| Annual return | 18.01% | 345.83%-327.8pp | 329.91%-311.9pp | 248.85%-230.8pp |
| Employer contribution / active EE | $16,819 | $10,568+59.2% | $7,476+125.0% | $8,036+109.3% |
| Participant deferral / active EE | $20,375 | $7,127+185.9% | $5,388+278.1% | $5,727+255.7% |
| Admin fee / account holder | $0 | $16,329-100.0% | $12,962-100.0% | $30,732-100.0% |