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 6-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 | $59,903 | $209,336-71.4% | $197,124-69.6% | $137,256-56.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.47% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $43 | $6,591-99.3% | $6,227-99.3% | $4,156-99.0% |
| Participant deferral / active EE | $67 | $9,614-99.3% | $9,135-99.3% | $6,407-99.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |