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 6-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 | $16,513 | $114,381-85.6% | $107,525-84.6% | $142,382-88.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.26% | 242.71%-227.4pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $53 | $4,015-98.7% | $3,754-98.6% | $4,299-98.8% |
| Participant deferral / active EE | $1,172 | $5,564-78.9% | $5,116-77.1% | $6,507-82.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |