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 | $27,926 | $117,859-76.3% | $102,438-72.7% | $145,959-80.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 102.38% | 31.72%+70.7pp | 29.37%+73.0pp | 561.95%-459.6pp |
| Employer contribution / active EE | $309 | $3,615-91.5% | $3,024-89.8% | $4,661-93.4% |
| Participant deferral / active EE | $529 | $5,732-90.8% | $5,054-89.5% | $6,689-92.1% |
| Admin fee / account holder | $6 | $13,318-100.0% | $9,448-99.9% | $13,398-100.0% |