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 4-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 | $2,009 | $74,888-97.3% | $71,209-97.2% | $142,382-98.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.46% | 345.14%-322.7pp | 282.51%-260.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $280 | $2,854-90.2% | $2,721-89.7% | $4,299-93.5% |
| Participant deferral / active EE | $280 | $4,454-93.7% | $4,175-93.3% | $6,507-95.7% |
| Admin fee / account holder | $18 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |