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 | $92,850 | $104,907-11.5% | $84,611+9.7% | $152,861-39.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 34.21% | 373.79%-339.6pp | 258.74%-224.5pp | 345.32%-311.1pp |
| Employer contribution / active EE | $96 | $3,302-97.1% | $2,652-96.4% | $4,762-98.0% |
| Participant deferral / active EE | $383 | $4,688-91.8% | $3,899-90.2% | $5,850-93.4% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |