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 | $21,771 | $133,958-83.7% | $112,228-80.6% | $134,475-83.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | 30.05% | 47.11%-17.1pp | 27.45%+2.6pp | 417.96%-387.9pp |
| Employer contribution / active EE | $41 | $4,038-99.0% | $3,635-98.9% | $4,740-99.1% |
| Participant deferral / active EE | $45 | $5,291-99.2% | $4,728-99.1% | $6,400-99.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |