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 8-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 | $15,625 | $88,751-82.4% | $81,812-80.9% | $145,922-89.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.00% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $17 | $3,083-99.4% | $2,912-99.4% | $4,660-99.6% |
| Participant deferral / active EE | $28 | $4,643-99.4% | $4,319-99.4% | $6,688-99.6% |
| Admin fee / account holder | $174 | $8,415-97.9% | $7,386-97.6% | $13,397-98.7% |