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 | $28,280 | $114,237-75.2% | $119,258-76.3% | $167,490-83.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.92% | 29.87%-14.9pp | 30.69%-15.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,100 | $4,481-75.5% | $4,384-74.9% | $4,837-77.3% |
| Participant deferral / active EE | $1,604 | $6,084-73.6% | $6,111-73.7% | $6,341-74.7% |
| Admin fee / account holder | $12 | $8,932-99.9% | $7,226-99.8% | $12,309-99.9% |