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 | $6,373 | $72,071-91.2% | $68,368-90.7% | $137,256-95.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.92% | 353.14%-338.2pp | 292.57%-277.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $112 | $2,788-96.0% | $2,649-95.8% | $4,156-97.3% |
| Participant deferral / active EE | $330 | $4,410-92.5% | $4,123-92.0% | $6,407-94.9% |
| Admin fee / account holder | $152 | $5,336-97.1% | $5,150-97.0% | $12,270-98.8% |