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 | $16,396 | $53,127-69.1% | $86,590-81.1% | $70,131-76.6% |
| Participation rate | 70.4% | 65.3%+5.1pp | 73.5%-3.2pp | 69.5%+0.8pp |
| Annual return | 13.01% | 27.66%-14.6pp | 964.84%-951.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $8 | $2,068-99.6% | $2,839-99.7% | $2,342-99.7% |
| Participant deferral / active EE | $259 | $2,696-90.4% | $3,609-92.8% | $3,332-92.2% |
| Admin fee / account holder | $1 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |