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 3-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 | $3,862 | $74,888-94.8% | $71,209-94.6% | $142,382-97.3% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 22.94% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $20 | $2,854-99.3% | $2,721-99.3% | $4,299-99.5% |
| Participant deferral / active EE | $240 | $4,454-94.6% | $4,175-94.3% | $6,507-96.3% |
| Admin fee / account holder | $1 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |