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 | $45,848 | $109,327-58.1% | $89,391-48.7% | $158,922-71.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.01% | 345.68%-332.7pp | 245.62%-232.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $92 | $3,170-97.1% | $2,586-96.4% | $4,761-98.1% |
| Participant deferral / active EE | $114 | $4,598-97.5% | $3,890-97.1% | $5,982-98.1% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |