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 | $26,231 | $102,966-74.5% | $90,281-70.9% | $152,861-82.8% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.4%+11.3pp |
| Annual return | 27.53% | 95.16%-67.6pp | 78.10%-50.6pp | 345.32%-317.8pp |
| Employer contribution / active EE | $3 | $3,139-99.9% | $2,854-99.9% | $4,762-99.9% |
| Participant deferral / active EE | $6 | $4,281-99.9% | $3,885-99.9% | $5,850-99.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |