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 | $20,990 | $68,346-69.3% | $94,646-77.8% | $75,163-72.1% |
| Participation rate | 93.8% | 76.1%+17.6pp | 80.8%+12.9pp | 67.2%+26.6pp |
| Annual return | 86.34% | 616.93%-530.6pp | 156.71%-70.4pp | 160.62%-74.3pp |
| Employer contribution / active EE | $134 | $2,701-95.0% | $3,672-96.4% | $2,670-95.0% |
| Participant deferral / active EE | $732 | $6,537-88.8% | $7,418-90.1% | $4,125-82.3% |
| Admin fee / account holder | $7 | $5,326-99.9% | $7,231-99.9% | $5,651-99.9% |