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 5-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 | $11,648 | $180,749-93.6% | $160,784-92.8% | $137,256-91.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.18% | 2234.46%-2216.3pp | 1803.92%-1785.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $416 | $4,155-90.0% | $3,733-88.9% | $4,156-90.0% |
| Participant deferral / active EE | $416 | $6,844-93.9% | $6,293-93.4% | $6,407-93.5% |
| Admin fee / account holder | $41 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |