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 | $19,334 | $48,230-59.9% | $67,502-71.4% | $80,856-76.1% |
| Participation rate | 76.7% | 66.4%+10.3pp | 72.9%+3.8pp | 67.6%+9.0pp |
| Annual return | 269.83% | 18.28%+251.6pp | 3512.12%-3242.3pp | 35.59%+234.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $620 | $2,924-78.8% | $4,000-84.5% | $4,296-85.6% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |