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 | $4,240 | $88,751-95.2% | $81,812-94.8% | $145,922-97.1% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.3%+1.0pp | 80.3%-6.9pp |
| Annual return | 12.15% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $575 | $4,643-87.6% | $4,319-86.7% | $6,688-91.4% |
| Admin fee / account holder | $173 | $8,415-97.9% | $7,386-97.7% | $13,397-98.7% |