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 | $54,841 | $112,729-51.4% | $98,716-44.4% | $137,256-60.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.76% | 38.48%-21.7pp | 31.81%-15.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $198 | $2,725-92.7% | $2,279-91.3% | $4,156-95.2% |
| Participant deferral / active EE | $400 | $4,640-91.4% | $4,048-90.1% | $6,407-93.8% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |