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 10-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 | $47,120 | $102,966-54.2% | $90,281-47.8% | $152,861-69.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.42% | 95.16%-71.7pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $116 | $3,139-96.3% | $2,854-95.9% | $4,762-97.6% |
| Participant deferral / active EE | $355 | $4,281-91.7% | $3,885-90.9% | $5,850-93.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |