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 3-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 | $16,856 | $111,535-84.9% | $105,223-84.0% | $137,256-87.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.39% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $480 | $3,939-87.8% | $3,689-87.0% | $4,156-88.5% |
| Participant deferral / active EE | $1,200 | $5,500-78.2% | $5,072-76.3% | $6,407-81.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |