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 | $31,882 | $226,064-85.9% | $182,532-82.5% | $152,861-79.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 18.06% | 192.51%-174.5pp | 148.54%-130.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $30 | $4,978-99.4% | $4,076-99.3% | $4,762-99.4% |
| Participant deferral / active EE | $983 | $6,368-84.6% | $5,524-82.2% | $5,850-83.2% |
| Admin fee / account holder | $4 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |