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 | $18,816 | $114,047-83.5% | $96,139-80.4% | $167,490-88.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 30.33% | 189.88%-159.5pp | 191.94%-161.6pp | 478.56%-448.2pp |
| Employer contribution / active EE | $41 | $3,427-98.8% | $2,797-98.5% | $4,837-99.2% |
| Participant deferral / active EE | $649 | $5,194-87.5% | $4,349-85.1% | $6,341-89.8% |
| Admin fee / account holder | $3 | $6,897-100.0% | $5,537-99.9% | $12,309-100.0% |