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 3-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 | $13,545 | $100,773-86.6% | $88,946-84.8% | $142,382-90.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.32% | 70.18%-52.9pp | 57.82%-40.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $84 | $2,918-97.1% | $2,555-96.7% | $4,299-98.1% |
| Participant deferral / active EE | $84 | $5,230-98.4% | $4,581-98.2% | $6,507-98.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |