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 7-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 | $8,343 | $90,348-90.8% | $75,972-89.0% | $145,922-94.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.51% | 620.88%-609.4pp | 359.55%-348.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $495 | $3,311-85.0% | $2,685-81.6% | $4,660-89.4% |
| Participant deferral / active EE | $765 | $5,162-85.2% | $4,255-82.0% | $6,688-88.6% |
| Admin fee / account holder | $44 | $8,467-99.5% | $6,467-99.3% | $13,397-99.7% |