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 | $110,598 | $72,071+53.5% | $68,368+61.8% | $137,256-19.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 56.94% | 353.14%-296.2pp | 292.57%-235.6pp | 220.34%-163.4pp |
| Employer contribution / active EE | $139 | $2,788-95.0% | $2,649-94.7% | $4,156-96.6% |
| Participant deferral / active EE | $279 | $4,410-93.7% | $4,123-93.2% | $6,407-95.7% |
| Admin fee / account holder | $18 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |