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 | $79,116 | $160,055-50.6% | $140,016-43.5% | $135,375-41.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.62% | 911.38%-915.0pp | 651.12%-654.7pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,197 | $6,420-81.4% | $5,606-78.6% | $4,779-75.0% |
| Participant deferral / active EE | $1,242 | $7,642-83.7% | $6,927-82.1% | $5,609-77.9% |
| Admin fee / account holder | $123 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |